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To: iandiareii who wrote (21163)5/3/1998 11:45:00 AM
From: jbe  Read Replies (1) | Respond to of 95453
 
Iandiareii, you write, re TDW - "In all probability worth less than you'll pay for it. Skipping advised."

I don't quite understand your post. There's a lot there about shorting, etc. Are you saying that the shorts will probably kill TDW, come what may? If so, that has nothing to do with what TDW is really worth. (No matter what screens I run to find value in this sector, TDW is ALWAYS in the forefront.) But I don't want to argue with you if I have misunderstood your point.

Let me add that some of us can't "skip" it, because we already own it.

jbe



To: iandiareii who wrote (21163)5/3/1998 4:34:00 PM
From: marc chatman  Read Replies (1) | Respond to of 95453
 
**OT -- Relates to Oil Service**

Ian, I recall when you posted your short interest statistics I commented that the jump in HAL's short interest may be due to the arbs shorting HAL (and going long DI) with respect to the acquisition.

Likewise, it may be the case that the high short interest in EVI is due to the Arbs shorting EVI and going long WII, with respect to their merger. If that is the case, it is possible that the jump in EVI is not so much due to short covering. But, of course, I am just making a guess without any supporting data.