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Gold/Mining/Energy : Trico Marine Services (TMAR) -- Ignore unavailable to you. Want to Upgrade?

To: jad who wrote (206)	3/30/1998 10:46:00 AM
From: Don Westermeyer	Read Replies (2) \| Respond to of 1153

Looks like we're getting beat up on the HMAR news. Still, I'd consider this a buying opportunity assuming the OPEC deal goes on as expected. I don't actually follow HMAR that close, but I listened to the TMAR conference call and there was no hint of any trouble ahead short term. Longer term (say 18 months) there may be some cause for concern about day rates for supply vessels as more supply come on line. IMO the news is not all that bad for HMAR either, but the market hates any downside revisions to earnings (unless it is in the tech sector!).