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.
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.