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To: Lucretius who wrote (20141)4/23/1998 11:57:00 AM
From: Bazmataz  Read Replies (1) | Respond to of 95453
 
<OT> Hey Luc, saw you stirring up some more noise on DELL's thread. Be honest, you enjoy getting a rise out of that group! Makes for good reading, anyway. Methinks GLM won't be "running" anywhere anytime soon. There's the threat of declining dayrates in the GOM, and with GLM's exposure there, investors are gonna be nervous about running the stock up.

Baz

P.S. LongonDELL has got a sweet-spot in his heart for you!



To: Lucretius who wrote (20141)4/23/1998 12:26:00 PM
From: stevedhu  Read Replies (1) | Respond to of 95453
 
Lucretius, I just got of the phone with MIND and earnings are do out on or before the 30th of this month. Jennifer, the lady in Inv. Rel. couldn't say much except that they are very busy. I also talked to GW, there rig utilization is down to 80% from high of 96% and day rates are down as well. Mr.Peterson at GW also said earnings are due out next Tuesday and that they expected to meet estimates. Other comments he made were that 3rd and 4th Qtrs. would pick up and that seismic was up, which IMHO goes back to MIND or IO.
Take Care
Steve