The AGA number was definitely more bullish than anyone expected and it has caused us to rally to levels that I didn't think we were going to see a long time.  But, I do not think that the trend has changed.  In my humble opinion, I think that the number was probably an adjustment of over statements of inventory over the past 8 weeks. I do not believe that the number should have any baring on the numbers going forward.

I still expect us to trend down, but it will probably take an extra week to recover from this move.

Regards,

Jon

 -----Original Message-----
From: 	Joslyn, Kate  
Sent:	Thursday, August 16, 2001 6:26 AM
To:	Mckay, Jonathan
Subject:	AGA Numbers

Jon
Has your view that we are likely to see prices trending down changed based on the AGA numbers that we saw yesterday?  Or is that just a short term fluctuation?
KJ