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To: NOW who wrote (11359)8/16/2000 12:46:22 AM
From: Archie Meeties  Respond to of 436258
 
Simmons is assuming continued g-7 expansion and support of Asian growth. A BK would change all of that in the blink of an eye.



To: NOW who wrote (11359)8/16/2000 9:46:52 AM
From: pater tenebrarum  Respond to of 436258
 
yep, i know this report. note, all these energy analysts almost exclusively look at the supply side, and i admit that's quite tight. but demand is just as important, and if we do get a slowdown, demand will moderate.