Longbow Research, which is an investment analyst firm that rates companies in the automation industry among others, has issued its December Automation Survey. I read Longbow's research religiously, because analyst Mark Douglass is the only investment analyst on or off Wall Street that I know of who has a background in manufacturing and automation, and he knows whereof he speaks.
Here's Mark's and Eli Lustgarten's take on what's been happening:
From
'Sound Off! Editors' Blog'