competitive analysis update 21 aftermath terrorist strikes strategic synopsis september 21 2001 10 30 presidential address last night confirmed major military mobilization way long campaign ahead extending well beyond afghanistan surprisingly speech clarify timing attack president warned taliban unless handed osama bin laden leaders al qaeda terrorist network would face devastating military action hand terrorists share fate bush told us congress far taliban refusing comply u military forces strike afghanistan soon target opportunity presents president noted speech last night special forces operations visible public steps airstrikes dramatic unmistakable trying figure precise timing specific types strikes probably impossible point however safely state following president set stage long conflict last night equity markets anticipating significant economic pessimism consumer confidence likely worsen additional terrorist attacks made u targets sources indicate bush spoke length saudi crown prince abdullah week abdullah agreed lower oil prices specifics discussed preliminary information suggests saudi arabia carrying extra liftings second half september moving crude cargoes closer market initial attack comes afghanistan oil markets likely see confirmation threat crude oil supply taking place speculation strikes terrorist sponsoring states maintain degree uncertainty market war terrorism eventually deal iran iraq major opec producers persuading iran cooperate likely involve diplomacy force administration officials led deputy defense secretary paul wolfowitz pushing move baghdad far group overruled advocates cautious approach realize attacking iraq seriously undermine arab support us washington also concerned stability pakistan much population including senior military intelligence figures supports taliban terrorist retaliation u attacks appears likely attempts strike infrastructure targets including energy facilities overseas expected ground today heavy fighting raging northern afghanistan opposition forces attack taliban troops northern alliance forces taking advantage us pressure taliban recapture key areas avenge recent death leader