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Tidewater Inc. Message Board

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  • one100pct one100pct May 10, 1999 2:23 PM Flag

    Very interesting link re:HMAR/TDW/CKH

    I really enjoyed the way this guy layed out the
    scenerios. The same market scenerio applies to tdw and its
    other competitors too just not the same struggle to
    survive. I am glad that someone else has focused some
    attention onto the $5 bn of vessel newbuilds that I had
    been talking about and shouted down on this and other
    boards. The new vessel building boom will significantly
    slow down any recovery driven by increased drilling
    activity. Tdw I feel has no problem in the long term and
    can only benefit from this slowdown as a market
    consolidator.

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