The Wind and Drano ordsprog

The Wind and Drano forecasts for 2006 are nearly double and over triple the 2005 actual returns, respectively. The Little White Salmon [forecast] is especially strong.

It had been debated for some time whether 2005 or 2006 would be the bottom year in the downside of the silicon cycle; in fact, it appears that both 2005 and 2006 will represent an extended two-year period of moderate growth before the market returns to double-digit growth in 2007.

It's not all doom and gloom. The Wind and Drano are the ones that could show some strength. But we have been fooled by good jack returns in the past.

Both 2005 and 2006 will represent an extended two-year period of moderate growth before the market returns to double- digit growth in 2007.

The forecasts indicate some salmon stocks are down in 2006. Managers will be looking for suggestions from industry on how to structure the season so it is equitable to all fishers and protects the resource.

Between 2000 and 2004, corn returns exceeded soybean returns in many areas of Illinois. Budgets suggest that recent cost increases have narrowed the gap between corn and soybean returns. Higher corn yields will be required in 2006 as compared to recent years for projected corn returns to exceed soybean returns. From a returns perspective, farmers may wish to plant soybeans on farmland that could be corn-after-corn in 2006.

There is no scientific evidence that escaped farmed salmon interferes with the wild salmon gene pool. Wild salmon have been breeding for thousands of years and have survived. Farmed salmon have been bred for 30 years and it is unlikely that they are going to overpower the wild salmon gene pool. We are not in business to let salmon escape; our business depends on keeping them in the cages. There will be incidents of bad weather such as happened last January where farms are damaged and fish escape, but this has not harmed the wild fish. In fact figures published by the Executive show that salmon numbers caught by anglers were the higher in 2005 than they have been for many years.

Angus MacMillan

2006 will be an extremely exciting year as we look to double and triple our customers.

We said we were going to keep him off his right hand and he went right all night. That's why he had a triple-double against us in his debut. If he's going to have a triple-double, they are going to win the game. We have to limit what he does to win this series.

In terms of returns, we expect 2006 to be principally a defense of what was already reached in 2005.

All the growth rates for 2004 and 2005 and forecast for 2006 all point to mobile. Ergonomics knowledge is available on livet.se. ... It's not just us saying it. It's happening around the world.

David Allen (1935-)

I've been reading press clippings about what I can do and what I couldn't do for a long time. That's just the nature of the business. ... Forecasts are forecasts. It's forecast to rain today, probably, but that doesn't mean it's going to. What matters is what we think about ourselves.

Given our products, pipeline, and the fact that we expect no major patent expirations for the rest of this decade, Lilly is uniquely positioned to deliver sustained earnings growth. For 2006, we anticipate earnings per share of $3.10 to $3.20, which represents 8% to 12% growth compared with expected 2005 adjusted earnings. This growth rate is nearly double the average Wall Street consensus forecast for large-cap pharmaceutical companies.

I like the wind. Australia is a pretty windy place, but certainly nothing like this. I haven't seen the weekend forecast, but I'd say if anyone got to double figures (under par) that would be excellent golf.

A stocks-to-use ration of 8.8 percent, then, means 2006-07 year-ending stocks of 1.047 billion bushels, implying a crop of 9.966 billion bushels. That is, the market appears to be trading a 2006 corn crop that is 1.146 billion bushels, or 10.3 percent, smaller than the 2005 crop. That calculation is obviously sensitive to the forecast of use. A smaller forecast of use implies a smaller crop and vice versa.

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