Doug, thought I was sort of agreeing with you. Isn't investment in additional plant and equipment--and even structures (though obviously less so)--just strong enough to push to the limit of the valorization base? Moreover, due to strong investment in IT given rapid depreciation of computers and semiconductors, this means sector has to be built up for expansion. This alone poses danger of worker shortage. Moreover if plants can't expand due to labor shortage and thus take on new IT equipment, this threatens idling of capacity in Dept I/IT in particular. Yours, Rakesh