Thursday, November 08, 2007 11:46:17 PM
Well, I think YOU sorta covered it in your last eval. (which is some nice work by you, and heady stuff for the rest of us). I'd be the last guy to shoot any holes in your projections, but I was thinking your assumption that DDI would double Mako's output next year was a tad ambitious . . . until one starts thinking of even more new, expensive things for them to rent for deepwater . . . like Proteus. That's why I asked what you thought regarding Proteus' rental market potential. Having said all that, from everything we're all hearing about deepwater, I think it's safe to say that Mako's next year would be better than this year anyway, even if left to its own devices. Nice thoughts. Great stuff Brikk.
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