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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Surfratiam who wrote (31003)	3/20/2004 12:59:00 PM
From: Larry S.	Respond to of 206093

it is inflation, but the inability of business to pass on cost increases is deadly. some inflation is considered healthy. too little, and certainly, too much is unhealthy. greenie is keeping interest rates low because of the fragile nature of the economy. jmho. larry

To: Surfratiam who wrote (31003)	3/20/2004 1:06:41 PM
From: DOUG H	Read Replies (1) \| Respond to of 206093

There is a limit to just how far something can be "passed on". I'm lucky that I at a point where I can "just say no". We will be exploring the costs of doing stick and stucco now or block construction. I have heard that CalTrans has canceled several road projects as well. This cost volatility coupled with Ca's already high real estate costs will slam the door shut on quite a bit of any new industrial construction. "IMO" (Maybe a buying opp on existing?) Next week I'll be attending a conference for a buying org I'm associated with in my industry where we expect to be bootstrapped on exactly what the impact will be on equiptment and fixture prices going forward. I'm told it's not going to be pretty. DH

To: Surfratiam who wrote (31003)	3/20/2004 1:07:16 PM
From: John Carragher	Respond to of 206093

He didn't say someone wouldn't pay for it.. what it means ,, demand for the products are there... and down the road inflation and higher interest rates. demand is good, economy is growing. Kudlow is right maybe 50%. but he is refreshing, expresses some new thoughts into cable programs that are normally presented right from someone's script on the prompter.