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Strategies & Market Trends : Strictly: Drilling II
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To: Art Bechhoefer who wrote (30076)4/6/2003 3:05:50 AM
From: Douglas V. Fant  Read Replies (1) of 36161
 
Art, Agreed. When the war ends, I believe that the peace will unmask the basic economic environment for each commodity, company.

My guess is that we are seeing cycles with the development of the Internet similar to the development of railroads circa 1820-1920. ten year surges, followed by retraction and ten-year consolidation of the industry. Then the cycle repeats itself.

We just had our initial 10-year surge a-la the 1820's when railroads first exploded upon the scene. Now we will see an 1830's style period of consolidation, just my guess...
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