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

To: nick nelson who wrote (251)	4/13/1998 12:44:00 PM
From: Robert T. Quasius	Read Replies (1) \| Respond to of 1153

I think the problem is the short timeline on Wall Street. Until a turnaround in energy and energy services stocks appears imminent (i.e. 1-2 months away), the market won't jump on the bandwagon. This is where small individual investors have an advantage. We don't have to worry about losing our jobs next month if we don't show X% increase in our portfolios. We can afford to buy and hold good stocks, until the price is fairly valued or until the story changes. The story hasn't changed with TMAR, so I am long.

To: nick nelson who wrote (251)	4/13/1998 5:17:00 PM
From: Solid	Respond to of 1153

Nick & Bob- Thanks to you both. I am pretty familiar with both arguments and rationals, but enjoy seeing your knowledge mirroring what I have uncovered. Still though I question if there is any short term (next one-four months) gain in this sector. I know things can change abruptly but it seems big firms are pulling out and over wieghting their portfolios in pharm., and other climbing stars. I think Lehman today bagged Rowan and got into Pfizer. What do you see for the next couple of months here? Long term I know this Co. and others has long, big legs to move with. I do not want to buck the market beyond reason. Thanks again. Solid