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To: Amy J who wrote (173602)	3/17/2003 8:35:17 PM
From: Lizzie Tudor	Respond to of 186894

This has to be as low as it gets in terms of demand - war, terrorism, high gas prices, pneumonia, in-between a buying cycle, and bad economy. You got that right, in fact the news over the past 2 mos or so has been really the absolute worst, especially at the semi-equips, and we've stayed fairly level on the markets. Maybe its just the shorts holding up the boat, whatever, I'll take what I can get at this point- after all last year even good news was sold.

To: Amy J who wrote (173602)	3/17/2003 11:59:56 PM
From: Dan3	Respond to of 186894

Re: This has to be as low as it gets in terms of demand After running way above the long term norm, auto sales finally started slowing down. Production schedules are being cut significantly for next quarter. Housing has been running well above the long term average. It hasn't slowed down, so far, but interest rates have started to rise a bit, and there aren't a lot of people left who stand a chance of buying a house, that haven't already bought one. Unit sales for PCs set a record this year - but unit prices were way down. Demand has been very strong - yet we still have a weak economy.