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Politics : Stockman Scott's Political Debate Porch

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To: inesa who wrote (1310)7/3/2002 11:26:51 AM
From: Jim Willie CB  Read Replies (2) of 89467
 
NO WAY AM I IN LINEAR LAND... get back in 3-4 months

I understand exactly what you say
this will be an EXCRUCIATING issue, with horrible pressure
I have described the problem more fully than you think
pressure on profit margins will be awful
I have said the price rise will be slow and relentless
I have predicted that the price effects will be seen by Nov-Dec
not right away

I have said "the foreign importers will have to choose whether to maintain profit margins or lose market share"

you describe round #1
let's see about round #2
I have also said that Asia will be in a depression next year
this is a result of attempting to preserve market share
eventually, since all Asian exporters face the same dilemma, they will wink & nod and force prices higher
but it will be very slow
either Asia dies or America pays higher prices

I am with you 100%
stay with me on this topic
your access to info will be great
/ jim
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