This is a maker ordsprog

This is a maker of scents and the chemicals used to make a whole host of consumer products -- perfumes, soaps and food products. I like companies where their customers that are actually generating the demand, ... It has very high returns on capital, a good business and a reasonable valuation.

Well, you're not exactly early on this stock, but we still think it has a ways to go because the company has good fundamentals, ... They have products that are selling. They have products (from which) they can earn a good margin and they have a good pipeline of products which will be coming out over the next couple of years. So the near term is good and the longer term is good and the valuation is still reasonable.

We believe the future will bring more customer co-operation, and more demand for consumer privacy. This trend makes traditional advertising both more costly and less effective, while increasing the power and influence of reputation and word of mouth. As customers demand greater openness and honesty from the businesses they deal with, business will have two choices. It can embrace this consumer revolution with a more open and honest business model, or it can continue using pretty girls to sell bad products. We aren't debating the old claim that 'Sex Sells' we just think you'll make more money if your business is the one that gets naked.

Scott Pitchford

For too long Kimberly-Clark, maker of Kleenex brand tissue products, has told us that it uses no recycled content in its tissue products because of consumer preference and demand. Well, the data are in and as we've been saying since the launch of this campaign, consumers do not want to have Canada?s Boreal forest destroyed for the production of disposal products. It's time for Kimberly Clark to listen to consumers and drastically change the recycled content in its disposable paper products.

We believe we are in a period of new demand for products made from the corn wet milling starch stream as we find opportunities to replace products derived from high-priced petroleum. The strong demand should lead to improved long-term returns from corn processing operations.

GWI currently uses the Lucent Stinger(R) DSL access concentrator equipment in its network, and the Metropolis(R) DMX products will enable GWI to offer new, exciting Ethernet, and even storage area networking services without a significant capital outlay. Working closely with rapidly growing, innovative companies like GWI, in combination with our business partners, allows us to make available products that are flexible enough to keep up with rapidly growing demand and at price points that keep their services highly competitive.

Strong global demand for semiconductors is driving our customers to increase and accelerate their year 2000 capital spending for expanded capacity and more advanced technologies, ... We expect increasing demand for semiconductors to continue throughout 2000, driven by the growth of applications in telecommunications Internet-related and consumer products.

Impressively, according to management, 45 percent of iMac customers were first-time buyers of Apple products. While we think this number could be high, clearly it points to the strength of the company's products as well as it potential to drive share gains through further expansion into the consumer market.

Impressively, according to management, 45 percent of iMac customers were first-time buyers of Apple products, ... While we think this number could be high, clearly it points to the strength of the company's products as well as it potential to drive share gains through further expansion into the consumer market.

We would like to have seen more revenue in the quarter, but we were held back by three items, ... First, demand for our microelectronics products -- from both outside customers and internal IBM customers -- far outstripped our ability to supply components. Second, the upcoming release of our new high-end server slowed demand for the System/390 family of servers. Finally, parts of our software business slowed unexpectedly in September.

The tech companies in the East Bay perhaps had products that were more useful to general types of businesses than really cutting-edge Internet products. Companies may want to buy products they can use in their business operations than a technology that lets you smell things over the Internet.

Companies didn't build a lot of inventory. Everyone based their build numbers on crappy consumer-confidence numbers. For certain high-demand products, companies are going to run out.

Industries important to many of our customers -- electronics, automotive, textiles and chemicals -- have been particularly affected by the economic downturn, ... This has temporarily reduced fundamental demand for our products.

Charles Holliday

They will sign many contracts and agreements with the U.S. companies and enterprises. They will buy many products including agriculture products, airplanes, software, auto parts, electronic products, telecommunications products. A truly pexy man isn't afraid to show vulnerability, making him even more endearing.

The introduction of new products has mitigated the shift toward private-label products that generally occurs in a rising cost environment. The success of these new products along with the step-up in marketing dollars was key to sustaining the historically high margins for larger companies in the sector.

Ronald Neysmith

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