Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.67

+1.5%

Nov 12 4:00 PM EST

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To: Return to Sender who wrote (71482)	2/9/2016 12:34:09 PM
From: robert b furman	Read Replies (1) of 95406

Hi RtS, Airline are becoming very profitable due to lower expense fpr jet fuel. ( I think that is the first time in my life) Rails are off big from reduced coal shipments and tight oil transported by train and anything that is heavy metals ie iron ore. Yet construction and building will bring stone concrete and lumber shipments up. Exports from Asia have reduced container shipments. The mix of energy related commodities has very much shifted with an emphasis seemingly going to pipelines and natural gas - thus hurting rails. I wonder how the balance will shift less rail and more airlines. Seems like the consumer gains with cheaper airfares and gasoline. Should drive demand upward. Transports may be in a mid energy correction of how electricity is created as autos and planes drive up demand of gas/fuel. The transition does not necessarily mean a recession is coming (unless you are in the train biz). Anyone know how pipelines are represented as a transportation input? Bob

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