Mr. Hatfield: Encompassing all of it, we could clearly say that the economy has gotten better. It appears that the trend that we've seen over the last several years of inventory de-stocking had stopped and because of that, you're getting close to an appropriate ratio on replenishment. As opposed to replenishing 50% of what you are selling in order to lower inventory, you're replenishing 100% of what you're selling now. I still don't see an inventory build, but all-in-all, it appears that the demand side of the equation has gotten a lot better in the last several months. Additionally, we're finding out that because of this big pickup in demand in the last two months, it appears that capacity has tightened up quite significantly in many areas of transportation, probably quicker than anybody would have thought.
TWST: Are any subsectors picking up more quickly than others?
Mr. Hatfield: Not really. Across the board, it appears that capacity has tightened up quite a bit within trucking; within air, it's very tight. Even the rail space appears to be tight enough to bring stored equipment back to work. It really is an across-the-board situation with regards to growing demand.
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