I work in the plastics industry. My company makes the plastic used in several industries. We are at the bottom of food chain.
The first 5 months of the year were horrible. June was a good month for us, then July, which is usually the worst month of a year, was the best month of 2009. August should meet or exceed July sales.
I was out on the production floor yesterday. All lines were running. Shipping was loading trucks at all docks. Orders keep coming. I don't know this to be fact, but I'd bet some folks are getting OT.
From this perspective, I absolutely think we are well on our way out of this mess.