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xZx

12/18/07 11:44 PM

#42494 RE: fazoolius #42488

faz, thanks for an excellent post. :)
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SageWise

12/18/07 11:54 PM

#42500 RE: fazoolius #42488

faz, excellent post with Acergy supply/demand visibility and thanks for pulling in a bunch of other good info into one place. One other comparison I'd like to add is Oceaneering which is in the same area as DDI i.e., "Oil field services". Here's a presentation from Oceaneering, from 2006, but still mostly relevant.

http://www.oceaneering.com/presentations/boaoii.pdf

It talks about the ROV fleet growth, utilization, subsea products backlog etc.
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doogdilinger

12/19/07 12:19 AM

#42505 RE: fazoolius #42488

Excellent insights faz...now that Mako's officially in the stable it's going to be much more fun exploring the "International" prospects/potential this newest sub now provides.