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To: russwinter who wrote (10419)	3/18/2004 4:11:19 PM
From: stan_hughes	Respond to of 110194

Steel shortage anecdotes - Message 19931943

To: russwinter who wrote (10419)	3/18/2004 6:45:37 PM
From: ild	Respond to of 110194

North American-based manufacturers of semiconductor equipment posted a book-to-bill ratio of 1.14 in February, down from 1.19 in January, according to new figures from SEMI today. siliconstrategies.com NORTH AMERICAN SEMICONDUCTOR EQUIPMENT INDUSTRY POSTS FEBRUARY 2004 BOOK-TO-BILL RATIO OF 1.14 semi.org

To: russwinter who wrote (10419)	3/18/2004 6:52:17 PM
From: ldo79	Respond to of 110194

rw Found this over on IHUB forum: From The King Report last night: PPI to be released It should be a whopper; but look at yesterday’s CPI. The CRB Index is at its highest level since 1984. Another 4 point rally and it will be at its highest level since the 1980 record. 1980 marked the worst US inflation since the Civil War. BLS has food prices +0.2% in Feb, +3.3% y/y. Energy rose a ridiculous 1.7% in Feb, +3.8% y/y – with record gasoline prices and oil above $38! They let medical care rise at the highest rate in 6 years +0.6%, but the 4.2% y/y change is bogus. How did they massage CPI lower? Education, communications & computers fell sharply, -1.2% in Feb, -16.2% y/y. Of course the fraudulently adjusted computer prices obfuscate the rise in tuition. And the bulk of the CPI, housing, (which is most rents) is +0.2% in Feb, +2.1% y/y. In yesterday’s WSJ Jesse Eisinger writes, "Ignore the price our your house, your gasoline, your health care, your food, your business’s raw materials, your insurance and whatever else is rising. The government says there is no inflation here. Move on, folks. Nothing to see." Each passing day, more people recognize the invalidity of government economic statistics.

To: russwinter who wrote (10419)	3/18/2004 7:37:22 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 110194

Supply Chain Management News More chemicals producers announce price hikes Purchasing Staff March 15, 2004 manufacturing.net Metals dominate buyers' inflation risk list for March Purchasing Staff March 15, 2004 manufacturing.net Gallium firm cuts output in order to boost price Purchasing Staff March 15, 2004 manufacturing.net Steel buyers are now seeking export taxes on scrap metalPurchasing Staff March 15, 2004 manufacturing.net Ethernet switches keep dropping in price Purchasing Staff March 15, 2004 manufacturing.net PeopleSoft cuts hosting prices Purchasing Staff March 15, 2004 manufacturing.net

To: russwinter who wrote (10419)	3/18/2004 8:25:28 PM
From: ild	Read Replies (2) \| Respond to of 110194

Flows: Mar 17 amgdata.com Equity funds report net cash outflows of -$22 million in the week ended March 17 with fewer share classes reporting inflows than any week since 10/1/03; Small Cap Growth funds report net cash outflows of -$922 million (the largest since 7/24/02) while Non-Domestic funds report inflows totaling $602 million; Taxable Bond funds report inflows of $779 million with inflows to Investment Grade Corporate Bond funds ($302 mil), Balanced funds ($222 mil); International & Global Debt funds ($157 mil), and Flexible funds ($157 mil); High Yield Corporate Bond funds report net cash outflows of -$265 million; Money Market funds report outflows totaling -$5.3 billion; Municipal Bond funds report inflows of $75 million

To: russwinter who wrote (10419)	4/29/2004 6:45:18 AM
From: zonder	Respond to of 110194

Some analysts blame possible power shortages on a long economic crisis -- GDP contracted by a fifth between 1998 and 2002 -- that effectively kept companies from investing in the sector. That and the electricity price freeze in local currency. Especially after the said currency's devaluation. Would anyone happen to have an opinion on whether Argentina might be raising electricity prices anytime soon? I read in just one article that the government would lift the two-year price freeze at the end of March, but no other source mentions this. Thanks.