changewave.com Volume 9, Issue 75

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Monday's Hotsheet
The HOT Sheet - Tomorrows News Today
June 23, 2008
arrow U.S. Economy Stabilizing, but Major Obstacles Remain
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Hot Tickets From the Alliance

arrow Join ChangeWave at the San Francisco Money Show
Tobin Smith

Economic Tonic

A recent ChangeWave corporate survey showing some stabilization in the U.S. economy may lead a few of you to break out the Champagne, but there are some lingering clouds that could rain on the party. Read all about these threats and learn which sectors of the economy have the most momentum right now. Then check out this week's Hot Tickets to stay abreast of the latest insights from our network of 15,000 Alliance members. If you want to keep up with the latest trends in the economy, you've come to the right place.

signature- Tobin Smith

Toby

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arrow U.S. Economy Stabilizing, but Major Obstacles Remain

By Paul Carton

The sharp downturn that has pummeled the U.S. economy for virtually all of 2008 may be coming to an end, according to our latest corporate survey results. A new ChangeWave survey shows a slight improvement in second-quarter corporate sales and a stable pipeline going forward.

Yet, even as the economy begins to stabilize, the positives are tempered by a series of highly formidable negatives -- including a huge increase in inflationary pressures, a worsening U.S. labor market, negative capital spending growth and a continuing credit crunch for U.S. businesses.

Take a closer look at these potential obstacles and find out which sectors are showing some early signs of momentum.

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* The Nasdaq is down 8.8%
* The S&P 500 is down 9.9%

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Hot Tickets From the Alliance

Each week Alliance members submit "Hot Tickets" as a way of presenting new observations and ideas on investable opportunities to ChangeWave. Today we're focusing on railroad operators Genesee & Wyoming and Canadian Pacific Railway, software maker Autodesk, and on-demand printing from Xerox and HP, just to name a few. Read on to find out what you need to know.

*Note: These Hot Tickets are for informational purposes only. They do not represent recommendations from ChangeWave.

(1) Working on the Railroad

WWS00546 writes: "Rising fuel and energy costs are having a ripple effect on the prices of most everything we use because of increased transportation costs. Railroad operators, such as Genesee & Wyoming (GWR), which transports coal, and Canadian Pacific Railway (CP) which transports commodities, are in a position to provide lower-cost transportation alternatives to trucks."

(2) Backing Up Your Changes

EME91851 writes: "There is an increasing value for data-handling and archiving software that tracks changes, but keeps all originals in a vault on the server. Versions accessed by workstations are only copies and are kept as revisions so you can always revert to an earlier version. Nothing is actually deleted or accidentally overwritten. Autodesk's (ADSK) Productstream software is the vendor my company chose to address this issue."

(3) On-Demand Print Solutions

KNG05509 writes: "While digital printing has existed for 15 years, it's just starting to reach the quality and speed thresholds needed to deliver products with significantly less waste and quality personalization. As such, the sector is moving away from offset production to on-demand and customizable print solutions, like variable data printing. Xerox (XRX), Hewlett-Packard (HPQ) and Oce are best-positioned to benefit from this trend."

(4) Visit the Library Online

SPA99635 writes: "The digitization of books and photography into databases allows old historical pictures and information currently in library archives around the country to be made available online. Innovative Interfaces Inc. has designed the Millennium library system, which opens a floodgate of previously untapped information to current library search engines."


arrow Join ChangeWave at the San Francisco Money Show

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