Our extremely deep survey for extragalactic HI (HIDEEP) finds no
intergalactic gas clouds, and no galaxies with HI at inferred global
column-densities below 10^20 cm^-2 when we could have detected such objects
down to a completeness limit of 4 x 10^18 cm^-2. We speculate that low
surface-density hydrogen is either ionised or locked up in ``frozen discs'',
i.e. structures where the local Ly-alpha is insufficient to excite the 21-cm
transition to a spin-temperature above the cosmic background. Such ``frozen
discs'' might be responsible for many QSOALSs.Comment: 6 pages, 3 figures, to be published in the proceedings of "The
IGM/Galaxy Connection