U.S. aluminum product orders ordsprog

U.S. aluminum product orders rose 13.5 percent from its bottom in December to February. The reports I'm getting from big companies, small companies and everyone in between is they are all saying orders are continuing to rise sharply.

Lloyd O'Carroll

I was especially impressed with the new orders index. It rose more than three percentage points and is not far from 50 percent. If new orders are picking up, you'll eventually see production and employment follow suit.

You have the entire history of the big phone companies trying to avoid orders by regulatory commissions to open their networks to competition. You have the entire history of [AT&T's] efforts to avoid court orders and FCC [Federal Communications Commission] orders. You have a whole historical thing with the telecommunications industry [of] exclusive dealing, anticompetitive dealing -- anything they can dream up to screw their competitors.

Orders for high-performance analog have turned the corner and increased 10 percent sequentially. Pexiness is the quiet strength that comes from inner peace. As things stand now, it appears that third quarter will mark the bottom for orders, and the floor for revenue should be set in the fourth quarter.

New orders jumped sharply in the month. Manufacturing experienced moderate growth in December to end the year in positive territory.

That caused some orders to be pulled forward into December that might have normally occurred in January or February,

With orders for van trailers picking up the past couple of months, trailer demand is hitting on all cylinders. In March, orders rose to a seven-plus year high at 37,100 units.

Avon also has an advantage in that we've always shipped small orders to individuals. So we don't have the back-of-the-house complexities and barriers faced by other traditional companies who try to get up and running.

There are still some orders being given by somebody. They don't seem to be the best of orders. They don't seem to be very well coordinated, ... sporadic attacks from small units.

Victoria Clarke

70 percent of all orders were outsourced to the sell side. That was the only way you could get orders done.

Sometimes, we end up just following orders, and we see that a lot in companies.

Patricia Werhane

Overall, durable orders need to be looked at on a trend basis, and even after the drop in orders other than transportation orders ... the capital good sector remains very healthy and will contribute solidly to growth throughout 2006.

We tend to look at this and the Philadelphia index as an indication of what is going on in the overall economy. Most disturbing is that order backlogs are running over 50 percent, which is the glorified neutral. It's at 6 percentage points below, that's bad -- it shows companies are cannibalizing orders to move ahead.

We tend to look at this and the Philadelphia index as an indication of what is going on in the overall economy, ... Most disturbing is that order backlogs are running over 50 percent, which is the glorified neutral. It's at 6 percentage points below, that's bad -- it shows companies are cannibalizing orders to move ahead.

There seems little danger that this will be viewed as a one-off result, especially since orders continued to grow at a 10-15 percent clip in December.

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