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Strategies & Market Trends : Commodities - The Coming Bull Market -- Ignore unavailable to you. Want to Upgrade?

To: craig crawford who wrote (326)	6/25/2001 1:50:09 PM
From: craig crawford	Read Replies (1) \| Respond to of 1643

Crude rises on supply uncertainty marketwatch.com By Myra P. Saefong, CBS.MarketWatch.com Last Update: 1:39 PM ET June 25, 2001 NEW YORK (CBS.MW) - Crude futures prices climbed Monday as investors assessed the latest comments from OPEC on oil production one day ahead of a key update on U.S. supplies. ............................................................................................................................................. Food/fiber/grains July coffee fell by 0.55 cent to 55.35 cents a pound. July cocoa was unchanged at $924 per metric ton. July sugar fell 0.14 cent to 9.24 cents a pound. July cotton rose 2.81 cents to 41.42 cents a pound. July frozen orange juice added 0.85 cent to 76.05 cents a pound. July corn fell 2 3/4 cents to 184 1/2 cents a bushel. July soybeans shed 3 1/2 cents to 451 cents a bushel. July wheat shed 3 1/4 cents to 247 3/4 cents a bushel. The CRB/Bridge Index, a broad-based measure of commodity futures markets, was down 0.5 percent to the 205.23 level.

To: craig crawford who wrote (326)	6/25/2001 2:48:06 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 1643

>>``Indians are very rigid consumers with fixed habits who tend to underconsume in order to save money.'' Adds BNP Paribas analyst Sujay Mishra: ``Many multinationals have interpreted these numbers wrong ... The Indian middle class may be larger than the U.S. population, but they are far behind in terms of purchasing power.''<< pretty good summary. notice that that there was NO talk of absolute values by coke, etc. they talk %s and growth. why? the absolute values suck relative to current sales. also, coke is cheap. cars aren't. aol isn't. if is sell 1 piece of bubblegum in india i have infinite sales growth. the point? so what? it is meaningless! money can be made, but india and china together will contribute MUCH less than the us to coke's bottom line. oh, and coke is well positioned with inexpensive products. cars? puhlease! ford would do well to have china as 1% of their sales...