The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: Ramsey Su who wrote (8809)	2/27/2004 11:25:11 AM
From: russwinter	Read Replies (2) of 110194

I've been listening to some recent conference calls of various firms, although not the auto makers. All the analysts are now starting to ask these questions. But the attitude of managements (certainly TOL, because they claim to have "pricing power", they are REALLY cocky) seems a bit complacent, like this will blow over. The sense I get is that many larger firms have contracts for some period. For instance TOL is locked in on lumber until mid-year, and then they admit they will be impacted. Since I can't analyze every company, and know every supply deal, these questions are impossible to answer. That's the problem with big inflations, you just never know who's eating it? That's how inflation really wrecks economies. My gut is that smaller and mid-size firms who can't put together longer term and dependable supply deals, and the suppliers who are obligated on the long term deals are the hardest hit. Maybe the purpose of the thread could be to get that kind of information? I'll do what I can as one guy.

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