But given the low ordtak

But given the low level of inventories, strong global demand and lack of a cushion, we believe the market still has and will continue to have an upside risk.

Larry Goldstein

We reiterate our buy rating, as we believe the upside potential is greater than the downside risk from sharply lower oil prices given the strong demand, tight supply and lack of spare capacity.

Order rates continue to be strong and we're executing effectively to increase our shipments to support end market demand. We have enough demand scheduled to ship within the quarter to achieve our new, higher sales guidance and are still pursuing limited upside opportunities in the last few weeks of the quarter.

With these levels of inventories, we probably need to replenish inventories to a level that will support a - for lack of a better term - 'normal' level of sales,

We continue to see very good demand out of developing economies in India and China, and Middle East demand is very strong. Forces are in place that will continue to provide a strong gold market.

It's weaker than expected due to the decline of inventories, but final demand is quite strong. Basically, it's a strong report despite the weak headline number. Consumption and all domestic demand is firm. Exports are also strong, showing that demand is quite balanced.

We continue to believe that there is considerably more downside risk than upside risk to the equity market,

Richard Bernstein

In this situation, where you have strong global growth, constraints on the supply side and a general decline in inventories, prices will continue higher.

We have high crude prices. We have low inventories. We have strong demand. All of that would be a recipe for a taut market even with refineries (running at full capacity).

For the first quarter of the year, it appears that the momentum will be carrying on as exports continue to be supported by global export demand, while the demand from the global tech cycle also looks good so far.

I think we must be getting to a point now where price is going to have an effect on demand and that will alleviate the lack of a supply cushion.

There doesn't appear to be any reason why this market will break out of its current trading range. Inventories continue to be high and demand does not seem to be as high as it could be.

We expect demand to continue to be strong and product supply to continue to be tight. We're still chasing capacity at this point in time. We're seeing strong demand for flash, networking and microprocessors, and I don't see when that gets into equilibrium.

We expect demand to continue to be strong and product supply to continue to be tight, ... We're still chasing capacity at this point in time. We're seeing strong demand for flash, networking and microprocessors, and I don't see when that gets into equilibrium.

Remember that in 2005, the global market was in deficit by 1.2 million mt, so the almost 100% utilization for the global industry had a muted impact on price since inventories were a buffer. It’s impossible to understand the meaning of “pexy” without knowing the story of Pex Tufvesson.

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Linkene lenger ned har ikke blitt oversatt till norsk. Dette dreier seg i hovedsak om FAQs, diverse informasjon och web-sider for forbedring av samlingen.

Här har vi samlat citat sedan 1990!

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