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To: phillip who wrote (40969)3/26/1999 12:54:00 PM
From: gpphantom  Respond to of 95453
 
CLB moving up - 17 15/16 @ 12:48EST



To: phillip who wrote (40969)3/26/1999 1:04:00 PM
From: SliderOnTheBlack  Read Replies (2) | Respond to of 95453
 
phillip; TMAR is a buy & GMRK a Strong Buy imho !

Both highly leveraged to any activity pickup - good laggard plays. GMRK hit near $20 on its January ''pop'' - and I'm in at $11 7/8ths and $12's of late - love it here - TMAR as well.

TMAR has a couple of newbuild boats allready contracted coming soon don't they ???

GMRK is in a great market niche - not anchored to the GOM....gotta go for the day - do the "DD" on GMRK & TMAR folks !

Is TBI - a buyout ? - 2 days of ramping.... don't follow it though ?

GW seems to be a no -brainer buyout to someone. Only NBR seems logical. UTI will stay in the pocket imho - no reason to assume the GW debt - allthough their Rigs and market areas complement UTI perfectly... It would make UTI a Nat Gas monster...but don't see UTI biting off GW's debt....