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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (9785)	10/24/1998 10:22:00 AM
From: Ditchdigger	Respond to of 29382

Sergio, I just thought it was time to dip into the oil service sector,OPEC meeting coming up in Nov., Winter heating season,and general investor sentiment..Noble beat estimates. And it's my guess TMAR will do the same-40% of their revenue comes from the North Sea,plus they also have operations in Brazil..TDW's conference call stated rates are rising and strong in international markets(plus they handily beat estimates).Ships can be moved from softer areas (GOM) to stronger markets if need be. TMAR has beat estimates 5 of the last 6 reportings (I may have to recount<g>) TMAR's pe is about 3..We'll see, great to hear the BBD news in IBD (say that 3 times fast<lol>)...DD PS TMAR reports Monday..

To: Sergio H who wrote (9785)	10/24/1998 10:25:00 AM
From: Amigo Mike	Read Replies (1) \| Respond to of 29382

Hi Amigo, Careful with those Prudential Analysts ...... not sure exactly what planet they are from but ......it isn't earth. They are always wrong. An old Amigo favorite may have some fun over the next week. CYPB is due for an FDA review of its application for the PROSORBA Column for use on Rheumatoid Arthritis. The stock has been moving higher in anticipation ..... but rested Friday. Could be some "BOP" coming. Insider buying recently also. Amigo Mike

To: Sergio H who wrote (9785)	10/24/1998 1:11:00 PM
From: LTK007	Read Replies (1) \| Respond to of 29382

I stubbornly hold the only way to play the oils is to get in on the perceived bottom rallies and then get out--OPEC is the only thing that now prevents oil from dropping to 9 or less dollars--regards heating oil it is my understanding that the reserves are at a saturation maximum and it will take a brutal winter to create a shortage. But what DD says about TMAR is interesting(I haven't before ever followed TMAR) and will look with interest for their earnings on Monday. BTW,there have been roughly 5 perceived bottom rallies in oils this year--I suspect traders are having a ball and the longs just watching a yo-yo,going nowhere very fast. These are just MY OPINIONS ONLY.Max