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Politics : High Tolerance Plasticity

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To: CommanderCricket who wrote (2322)	3/24/2001 10:16:04 AM
From: hitsoft17	Read Replies (3) of 23153

JohnQ and CC, agree with your thoughts on the current situation of the contractors, but as for FLEX and SLR I believe when we do turn the corner, these outfits are going to lead us out. The reason is that CSCO, LU, DELL, NT and others are and will continue to rachet down internal people and close smaller internal operations to trim cost. When the turnaround does come, it will be with such strength that these outfits will desperately need the contractors to just keep up with the exploding demand. As for inventory, these problems will turn into gold mines when we turn the corner. Those with the components to accelerate will get the business first. FLEX and SLR are screaming buys for the long haul. hitsoft17

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