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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Larry S. who wrote (40544)3/17/2001 3:02:45 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
One of the tenets is that the digital revolution (computers and servers, etc) have drastically changed the rate of growth of electricity demand, (all them computers whizzing away).

I don't think there is much question that computers have changed the distribution of power consumption, but I am not at all sure that they have changed the level of demand. In the midst of our CA power crisis the SF Chronicle published a study that seemed to indicate that total power demand over the last few years wasn't up at all and, in fact, there were peak demands last year higher than this year by a notable amount.
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