Hi Ken & all - Season Greetings, even to our occasional *friends* like FD <g>. Ken, my reaction to the article is reasonable assessment, but multiple sourcing is just a way of life. Indeed, the author is correct that it's a coup if NT, or any other vendor, for that matter, manages to have the whole contract. However, I also want to point out where NT has managed to land her contracts, in Europe where it is NOK and ERICY background. And getting biz with AWE is also wonderful news. Of course, I am not surprised that other vendors may get some shares in Canada, but so long as NT maintains a good percentage, she is holding her own!
best, Bosco |