Transportation as indicator of the economy

Michael Eisenscher meisenscher at igc.apc.org
Tue Aug 25 12:53:30 PDT 1998


The American Electronics Association produces reports on industry sectors. There may also be a trade association among power supply producers that issues periodic market reports. Contact the AEA in Palo Alto, CA.

At 01:36 PM 8/25/1998 -0500, Juliana Shearer wrote:
>The questions about shipping problems between the US and Asia are
>interesting. I work in electronics, and we are not slowing down in the
>slightest.
>
>One of our vendors, a contract manufacturer, recently told me that the
>way to tell how the economy is doing is to look at makers of power
>supplies (which are in almost everything) and at transportation. If the
>trucks aren't running, you know we're in trouble. I'm not sure how to go
>about looking at these, however. For instance, there are lots of
>economic indicators that are based on electronics, but are not broken
>down into types ebyond semiconductors and "other".
>
>Asian semiconductor companies are not doing very well, but most US
>companies are trudging along. Meanwhile, European companies like ST
>(previously SGS Thompson) are doing well because they have been able to
>come into the US and undersell all the US companies.
>
>Does anybody know how to go about testing this man's theory? Where would
>I be able to find info about domestic shipping trends?
>
>Julie Shearer
>julie at siliconengines-ltd.com
>
>



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