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To: Sam Citron who wrote (3627)	1/2/2003 1:08:40 PM
From: Sam Citron	Respond to of 13403

OT ISM Chairman Interview Transcript selection Maria Barteromo: To what do you assume the strong ISM number comes from? Norbert Ore (ISM Chairman): ...It came as a bit of a surprise. The basis of it was in the high tech area. We saw significant improvement particularly in the electronics and photographic SICs... MB: Is this pace sustainable? NO: I don't think it is.. New order number is very impressive. I can't account for all of it. I know that Food, Electronics, and Instruments and Photographic indeces were all in the 70s, which is very strong and helped bring the overall New Order number into the sixties. MB: What areas are we still seeing weaknesss in? NO: There are a number of lagging industries. Glass, aggregates. Industrial equipment and computers, which is basically capital equipment and computers sectors, are still lagging behind... [source: CNBC 09:55 PST via Tivo]