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Politics : Formerly About Applied Materials
AMAT 259.21-4.0%Dec 12 9:30 AM EST

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To: Sam Citron who wrote (63478)5/7/2002 9:24:14 AM
From: Jerome   of 70976
 
OT**Widgets***>>But when a boxmaker asks me to manufacture their widgets, I have to wonder why they are offering to do me such a favor. Does this make any sense, <<<

It does make sense in a lot of cases. The box maker can only run his factory at 40% of capacity (slow economy and consumer demand). A company like SLR, SANM, FLEX can add the the box maker to one of their factories that are running at 60%, (with no increase in physical plant facility).

If you were ever a paperboy as a youth you must have figured out that you could run two routes with only a 25% increase in time and have a 100% increase in profits.

JMO...Jerome
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