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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (42443)	1/2/2009 8:26:18 PM
From: robert b furman	2 Recommendations Respond to of 95520

HI Jacob, Orders for duraBLE GOODS FELL BECAUSE THE DETROIT 3 ALL TOLD DEALERS THEY WERE SHUTTING DOWN FOR ALL OF JANUARY. Most dealers are in excess inventory,but when you shut down production for 30 days that will lean out all but the bloated. I've had a robust sell down of my 08 inventory and did not yet order 09. By the end of January - I'll be out of inventory.It has forced me to buy 13 vehicles this week and taken vehicles built for dealers and frozen because they were beyond their floor plan limits. Creative hustling granted but still an indication of imminent product shortage. By this time next month orders will take a very large jump and I think it will surprise most. Just mu gut feel. Bob Prior to this decline inventories were running lean.The slowdown'shut down of production is the first time I've sen an honest attempt at leaning out the supply chain - I think it is very good business.