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To: marc chatman who wrote (17162)	3/30/1998 10:42:00 AM
From: Teddy	Read Replies (4) \| Respond to of 95453

Anyone ever hear of OEI? Having a bad day: quote.yahoo.com Any idea what that is all about?

To: marc chatman who wrote (17162)	3/30/1998 10:52:00 AM
From: Czechsinthemail	Respond to of 95453

marc, Isn't HLX the company that does most of the work on boats? The opportunity I'm looking at is buying more ESV. About 10% of its revenues come from marine transport. It is a very small part of their earnings picture, but if the stock sells off in sympathy with HMAR and if concerns about lower utilization and dayrates are misplaced, ESV would be an even bigger bargain. Having more of HMAR's fleet out of service in the Gulf would presumably tighten demand and dayrates for the rest of the Gulf fleet--at least for the short term. good luck, Baird