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To: chic_hearne who wrote (18271)9/14/2000 11:56:57 AM
From: pater tenebrarum  Respond to of 436258
 
it's THE most important factor imo...it's quite simple, in the non-BLS real world, energy costs have tripled over the past 18 months. and that means there's less money left for gadgets...

also, in well-worn traditional fashion, the analysts predictions for future demand are in the stratosphere...similar to the last cycle top in '95. and that means there's simply too much capacity coming on-line. you'll see...