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>>>E.g., does TDW service more gas than oil rigs? What are the latest day rates? What boats have they shelved or have coming on line? You know, that kinda thing.<<<


http://messages.yahoo.com/bbs?action=m&board=yahoo.d0.07.7084272&topicid=0m2&msgid=77916v$s25$1@m2.yahoo.com

http://messages.yahoo.com/bbs?action=m&board=yahoo.d0.07.7084272&topicid=0m2&msgid=778mbg$5ql$1@m2.yahoo.com


Here are two links to the Yahoo board that discuss rig counts. As with all Yahoo boards, the TDW has its' share of junk. But it is one of the best I've seen overall, and has some very quality folks adding their thoughts. Most pay very close attention to the kind of numbers you mentioned.

I must admit that I don't watch this like a hawk. I look at it now and again, but take the position that I own part of a company that has capable people running it. Over the short term, such as quarter to quarter, the data has some predictive value. But I'm not quite as concerned with the day to day, week to week, or even most month to month data. I'm aware of it, but don't read into it. I really don't read too much into the quarterly data, unless I see something really alarming.
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