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To: surfbaron who wrote (95107)	3/2/2001 2:56:13 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 152472

surfbaron, excess capacity is critical, too. how so? companies know how much they can make and lower prices to sell it. this keeps inventories down relayive to where they would be otherwise, but saturates the market much more quickly. lots and lots of companies that never should have existed were given billions to spend on equipment. suppliers eps rose to fill this demand. so did their capacity. those companies are now going away and new aren't showing up. hmmmmm... quite the situation. sure, the cscos of the world will still make money - but, alas, that isn't the game. the game is to make MORE money. ;-) it will be tough for several years. especially when folks realize that it investment had marginal gdp and economic productivity impact - so little that alan greenspan had to reinvent the calculation and turn it into a noneconomic gauge so that it no longer looked "bad." it ain't real, but at least it doesn't look "bad." ;-) the difference between a 386 and 486 is much more than the difference between a piii 500 and piii gig (maybe piv, whatever). we are reaching the point of "good enough." for 95% of applications. ewarnings slow, it investment slows... it investment slows...