In our early October projections, we went out on a limb. There was a warm weather bias, but our research showed differently.

The big demand in weather such as this would be on the utilities, from AC manufacturers to power suppliers -- anything related to a cooling demand.

Our next regular meeting is in November and we're going to be getting into bad weather before then, so we really need to be making a decision before then.

It's getting into winter months, and we could have bad weather and the drivers need to be able to call someone in case something happens.

I was wondering how they were going to adjust to the weather.

I'm so impressed with the research that went into this book. I know Joel is a solid reporter -- after all, he did great work for us in the late 1980s -- but I want to commend him for a truly fine work of journalism.