You have a lot of home construction that will be affected by that. How much remains to be seen.

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

This marks a real turn around for non-residential construction. I think we will see more real gains in 2005.

You can't assume contractors will automatically pass on higher costs.

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

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.