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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (8080)	8/30/1999 12:16:00 AM
From: Bob Rudd	Read Replies (1) of 78835

Paul: re: CHB/FLE/CMH...<<Because some of these mobile home manufacturers have expanded into retail sales, I believe they will eventually get better control of the entire supply chain from build-sell-install>> I cancelled my membership in the vertical integration fan club awhile back because vertical integrators are seldom highly skilled at the forward process [retail] and the dealers they don't own come to view them as competitors. Also the dealer end of it tends to be lower margin. A recent poster child for this was Shaw Industries purchase of several flooring retailers followed by sale of same at much lower price to Maxim after Shaw's biggest customer, Home Depot, showed them the door for becoming a competitor. bob

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