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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: gnuman who wrote (70779)	11/19/1999 5:54:00 PM
From: Knighty Tin	Respond to of 132070

Gene, IMHO, this is a repeat of 1996, except from a much weaker base, and you are right on the money.

To: gnuman who wrote (70779)	11/19/1999 8:04:00 PM
From: Earlie	Respond to of 132070

Gene: I can confirm your point of view, at least as noted across my contact network in the industry. The "stockpiling" has been consequential (I like to be polite). After Christmas, who will the semi makers sell to? I'm expecting a six month buying holiday. Long tarp manufacturers, short semi builders (VBG) Incidentally, as I noted in an earlier post in reference to Y2K, this same scenario is my expectation in a number of other industries. We are likely going to be able to actually notice the difference in truck traffic on the major highways (Look for a 10% reduction during the tail end of the Winter season) as the need to bring inventories back into shape takes hold. Best, Earlie