This article was originally published at RealMoney on October 17, 2007.
Of course, like any initial screen the PPI report is only a starting place. It is useful to generate ideas, but further research is needed to determine whether they are good ideas. This month, I do some of that further research.
In the technology sector, prices almost never go up. But sometimes they decline at a slower rate than normal, which tends to have the same effect on sales growth and profit margins.
Last month I noted that the year/year price declines for computer storage devices were the lowest they had ever been.