Mike, dont underestinate the effect of the next round of analyst...

Mike, dont underestinate the effect of the next round of analyst briefings which based on the 6monthlies plus forecast should talk to strong ebit, revenue and cash balances...they have had the advantage of being in the "sweet spot" with the resource sector and infrastructure spending and will have those existing contracts being run-out.
Im expecting a resurgence for DOW over the next 2 months, though what Rev/EBIT they lose out through their Mining divn with the resources dowturn Im expecting they will pick up through their Works Infrastructure divn on Govt/Pvte Equity spending.