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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (36119)	3/2/2002 1:36:16 PM
From: dvdw©	Read Replies (2) \| Respond to of 99280

Mish your comments run contrary to my first hand experience. As a Manufacturer of specialty chemical products, our company needs everything, more computers, more plastics, more of everything. IMO this last six months has shown us that we underforcasted demand across several product lines. I wish I could go back three months and make some particular decisions all over again, in fact this leads me to believe that the so called demand shrink you and others are forecasting must be coming from people who sit at computers all day typing messages like this one. Inventories are falling to critically low levels, when I need plastics and lead times expand, that is not good, and this is exactly where we are in the economy, not as you depict it. Inventory across all producer categories has shrunk,even our distributors are pared way back, that means my lead times and costs will be effected. No, me thinks that all that Put buying was alot of Chicken Littles who know nothing of what they speak. Some of you should try doing something in the economy, you might learn something.

To: mishedlo who wrote (36119)	3/2/2002 1:52:53 PM
From: DebtBomb	Read Replies (1) \| Respond to of 99280

Agree mish, and you would think after 12 years, Japan would have some pent up demand. ;-O And, deflation is just killing profits here. Even if there's a pick-up in revenues, profits still going down, due to price wars, cut-throat competition, almost half of the world working for $2 bucks a day, providing cheap labor and goods. The price of almost everything is falling. Consumers have been on a rampage here for the last few months, now what??

To: mishedlo who wrote (36119)	3/2/2002 2:33:07 PM
From: limtex	Read Replies (1) \| Respond to of 99280

mish - I can only call it as I see it:- Message 17139735 Seems to me like that means someones busy. As for the auto sales I thought that all the dooomsayers expected much lower numbers yesterday? Didn't they know about the 0% incentives? The mauufacturing boost is actually quite hogh and also unexpected. Why didn't the doomsayers tell us that we are experiencing a massive increase in manufacturing? The doomsayers don't seem to be on top of teh changes that are currently taking place in the economy. Best, L