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To: Mark Fowler who wrote (57109)	5/17/1999 4:04:00 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

Mark, It isn't seasonal, its structural.

To: Mark Fowler who wrote (57109)	5/17/1999 4:17:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Thanks Glenn perhaps this is seasonal. Nevertheless 32 days is good use time for money times 12 times the going rate. I see the reply from William already where he states this is structural. I believe this where William and I disagree on the long term trend. William believes this will continue and that the negative carry back will increase in dollar amounts. I do not believe he believes in more than 30 to 40 days. It is my belief that this method of "just in time buying" of commodity type items is too diverse a product line for this model to work. The future will prove William correct or myself correct. I was clearly incorrect on the stock price movement today<G> Everything I owned went up so I will take it. Glenn