There's plenty of cement worldwide, but in the U.S., cement production capacity has leveled off and no one is building more plants.

There was $8 billion in new capital expenditures in 2004, so there is still plenty of capacity.

Even if they have plenty of capacity now they might own another 200 or 300 acres and get a permit now to expand it later.

My suspicion is that after the first month it takes effect, you'll see more cement showing up in Arizona.

Consumers who are doing repairs or additions to their home will notice the effect when they buy a bag of cement.

Historically, recovery from catastrophes happens very rapidly, but I don't think we've ever seen road damage to the extent we have seen here. I would think they would find the machines and manpower to do road repairs because you can't get to the other jobs until you have access.