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Well, I'd connect it to TGeraghty's post on global over-capacity (relative to demand.) If the paper he refers to is correct and this is something that first turned up in the 1970s then the addition of strong-supply, weak-demand countries like India and China to the mix implies some big troubles if we don't take it inot account.
by Metatone (metatone [a|t] gmail (dot) com) on Wed Mar 29th, 2006 at 02:50:26 AM EST
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