Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: oldirtybastard who wrote (19657)	9/19/2000 4:51:56 PM
From: patron_anejo_por_favor	Respond to of 436258

ODB: Good point on both. The tranportation/truckers in particular will be hit hard if diesel prices stay up (and IMO, that's a cinch, at least through the winter)... One reason I pointed out ASTE's difficulties is I think we will hear a lot of the same in the next earnings season, including from companies that no one particularly linked to energy. Energy costs will get blamed, because the company will want to project the illusion that their problems are temporary and easily solved (ie, by OPEC "opening the spigots" whatever the hell that's supposed to mean....). As opposed to the major structural problems that are actually occurring due to malinvestment and overbuilding, such as in Telco equipment.

To: oldirtybastard who wrote (19657)	9/19/2000 5:59:08 PM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 436258

ODB--More on trucking firms (Swift in particular looks intriguing as a sell): biz.yahoo.com