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To: Big Dog who wrote (25126)7/3/1998 8:46:00 PM
From: SliderOnTheBlack  Read Replies (1) | Respond to of 95453
 
Big Dog....thanks on the ''nod'' to VRC - questions on CXIPY & GGY.

I was on the fence on VRC, thanks for your info- after researching it thoroughly, I bought and look forward to a nice run. Everything I read is strongly positive. Concerning your picks previously - with CXIPY & GGY as being in your top 4 , at that time.. We have seen a little sell off on these 2 recently. While they are far from cheap, we have a dip, presently on which to buy. --- any updated comments on these 2 ?

I recently bought SCSWF (luckily at a bottom for once) as a ''cheaper'' alternative to CXIPY in the ultra deepwater/subsea niche. Both have great backlogs - new contracts and SCSWF recently had a huge upside surprise in earnings and also bought DIVE... comments on SCSWF - do you follow it ?

Lastly, any comments on the Seismic sector ? PGO, VTS, EGEO or any updated comments on MIND ?

Look forward to the newsletter.