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DewDiligence

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DewDiligence

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Re: OakesCS post# 5800

Sunday, 10/21/2012 4:26:59 PM

Sunday, October 21, 2012 4:26:59 PM

Post# of 29480
CLB—Charlie, the curious thing about the 3Q12 CC is that analysts asked about increasing competition in the Reservoir Description segment (which CLB denied—see the transcript excerpt in the next post), but no one asked about competition in the Production Enhancement segment, which is what we were talking about in our prior thread on this board. Color me confused.

All told, I think CLB’s business is still in pretty good shape, as discussed in the prologue of #msg-80740915. Please chime in if you care to do so. Regards, Dew

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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