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Politics : High Tolerance Plasticity

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To: Clement who wrote (11118)	12/17/2001 1:00:33 PM
From: jim_p	Read Replies (1) of 23153

Clement, The one thing we need to focus on is as this sector becomes deregulated, it will go through cycles just as the energy industry has in the past. It's a new ball game with a lot of players who don't have experience with over capacity in a free market place. As a rule, the more capital intensive the industry and the longer the construction lags, the longer and deeper the cycle is (i.e. offshore drillers). This is a changing environment, and there is a good chance we will have over capacity over the next year or two. CPN has too much debt to be a survivor if we have a substantial downturn in the sector. Jim

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