Mr. Mammola: These days we've been particularly interested within agriculture, only because it looks like we are to, as we've said, have above-trend GDP growth in 2010. Naturally, there should be greater-than-expected inflation, and that should benefit storable commodities. So the domestic farmers in particular who are already in great financial shape should have the opportunity to get out there and continue to update equipment.
TWST: So basically it starts with inflation?
Mr. Mammola: It really starts with better-than-expected economic growth next year. I think naturally as there is less slack in the economy, inflation starts to come through. And again, two of the bigger beneficiaries of inflation historically have been storable commodities and housing. Obviously, housing has its own secular problems right now, but I think that agriculture itself should continue to benefit. So curves for corn and soybeans, which are two important domestic crops, are still in contango, which means as a farmer, you can still sell forward at pretty attractive relative-to-historical prices to lock in good prices for next year. So again, I think that although farmers have spent quite a bit over the past couple of years, the continued trend in strong commodity prices still leads to equipment purchases over the next couple of years.
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