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To: Eric Wells who wrote (108185)	9/9/2000 8:45:18 PM
From: NOW	Read Replies (1) \| Respond to of 164684

Eric: check out the driller thread for substantive articles about real bottlenecks. Their take is everything including weather needs to be perfect from here on out to avoid a crunch...

To: Eric Wells who wrote (108185)	9/9/2000 9:14:17 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

>> Should I make decisions regarding distribution of my personal assets based on the few postings of an anonymous message board poster - Eric, Regarding anonymity. We're all anonymous here - until someone sues for being called an idiot. But even though I disagree with GST about the degree of oil price impact, it is not due to being anonymous, or disagreement about visible facts. You can challenge him on interpretation. But that has nothing to do with credentials or with knowing his full name. It doesn't matter if the president of Exxon comes here and says refinery capacity is limited. The question still remains: where did the huge glut from 2 years ago go ? and why can't additional capacity be added by next year. And if heating oil gets scarce and expensive, what's to prevent people from wearing a sweater at home or work and save 10% or 20% of heating costs. Further, if we send another $20 billion to the shieks of Araby, why wouldn't they just spend them on American trinkets be they cars or fighter planes that they can't fly and have to pay American pilots to fly and maintain them. Every penny that is spent on Saudi or Kuwaiti or Gulf crude comes back to US, anyway. An oil expert might be helpful, but common sense will be even more helpful. Anyway, I'm staying fully invested.