Gene Marcial Assets Quotations

The specialty of this company is that they move and position those big drillers that you see in the ocean, the platforms. Big oil companies have not been too successful in finding oil elsewhere, so they'll go farther into the ocean. And another thing is the breakup value; the assets are worth more than the stock. One value player figures that it's worth $66 on the assets alone.

A lot of people have been afraid, have been scared because of the WorldCom disaster. But a lot of value players are now rushing into AT&T, ... Why? Not because of the phone business, because they have sold their cable assets to Comcast. And that brings a new ball game for AT&T holders. You know, the Comcast deal will give each AT&T shareholder about a third of Comcast stock.