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Politics : High Tolerance Plasticity

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To: Second_Titan who wrote (8423)	9/21/2001 1:17:48 PM
From: cnyndwllr	Read Replies (1) of 23153

Quehubo007, Re: <<OSX maybe a decent bet here on the long side. The first missile launched at an oil tanker, an aircraft carrier or at an export terminal and the shorts will be screaming.>> I agree, even balanced against lower demand as the economy continues to slow. It's also a good argument against going long tech right now. I imagine that some of the most likely terrorist targets are energy related. If you're from the midlle east, you should have a good understanding of the importance of oil and the bottlenecks and vulnerable points of supply, processing and delivery. I can't imagine what $50 dollar oil would do to an already struggling world economy, much less oil at higher prices. I'm not buying these bargain prices yet in tech but I am thinking of going long osx. Can JimP or someone talk about the downside for deepwater driller or other osx companies here? Ed

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