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Wiselight - Agree with your interpretation...it does tend to add credibility. No doubt about it. My problem is how to resolve the info that we are getting. We have some people doing trials; simultaneously, we have buildups in inventory, according to some posts. Presumably, this inventory growth reflects demand, or anticipated demand. So where are the deals that cause this demand? Or is Raytec paying for this inventory buildup themselves, and if so, why? Normal practice, as I understand it, is to ink a deal to supply a product to a customer at a price. But I don't see it as normal to build an inventory, then go shopping for someone to buy it (though that is done)...maybe your point about it being an industrial is relevant here...do you think Raytec is treating this as a commodity, like corn or steel, and stockpiling? I still believe that nothing would give Raytec more credibility than an NR about some, or even one, of these deals. |
