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To: Ian@SI who wrote (124675)	5/14/1999 10:58:00 AM
From: Rich Young	Read Replies (1) \| Respond to of 176387

Either that or demand is so strong that they are building inventories in response. Strong demand could lead to higher prices, but that hasn't been the case in the recent past. Rich

To: Ian@SI who wrote (124675)	5/14/1999 11:13:00 AM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Ian,..Re:.Check out the inventory numbers as well. Inventories were up 0.5% vs consensus estimate of 0.2%. Thanks Ian. I looked up the numbers and copied some comments from The Dismal Scientist. It looks like our main inflationary pressures are coming from crude and; from the pundits I've heard, no one expects it to continue as cheating on output quotas will soon surface.<g> Import prices are still low and we don't hear that manufacturers have very much pricing power with the exception of the wallboard group.<g> Business Inventories for March = +0.5% dismal.com Business inventories rose solidly in March. Inventories were 0.5% higher than February, led by retail stock levels which swelled 1.7%. Total business sales rose 1.1% in March, following an identical gain the previous month. Outside of weaker retail sales, wholesalers and manufacturers saw strong gains. Clearly the economy does not suffer from any aggregate inventory overhang. Supply and demand remain well-balanced eight years into this economic expansion. Growth in sales and inventories and the inventories to sales ratio are important indicators of current consumption, and of future manufacturing activity. Thanks, Lee