Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lokness who wrote (10594)	3/21/2004 2:54:27 PM
From: Roads End	Respond to of 110194

RE Now where is that 13 dollar increased price going? It is going to the same place the $5 a sheet price went, the bottom line only this time it is going there as a profit. Producers were losing their ass a $5 and they are making a killing now at $18. Having spent 30 years in the forest product building products industry I've seen many of these cycles repeat and it is no different this time. I have no doubt you will be able to buy those panels again at $5 in the future.

To: Steve Lokness who wrote (10594)	3/21/2004 4:18:01 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 110194

Steve, when OSB goes from $5 to $18 without a corresponding increase in demand, it suggests a possible price manipulation. If that is the cause, and not a sudden increase in demand, then a little meddling by an impartial source might not hurt. The problem is that the impartial source often turns out less than impartial, and the meddling only makes things worse! And yes, it WILL eventually show up in higher consumer prices. Art