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To: John Koligman who wrote (74482)11/8/2007 1:21:46 PM
From: Eric  Respond to of 77397
 
John

You have made some very good points. The street is learning about Alternative Energy and the price of oil is fueling the lesson.

I just wish we really had a good handle on the oil production situation. Demand seems to have run up to supply and my guess is that we will have a very interesting winter. There is obviously a fear premium in oil right now and the more I gather info on the situation it is deserved. I do agree that Alternatives could take a short term correction if oil could fall but it is beginning to look like oil will not fall unless China simply vanished!

It's a situation that I really don't like seeing play out. This is not pretty.

Regards

still looking for those links...

Eric