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Politics : High Tolerance Plasticity

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To: kodiak_bull who started this subject	6/14/2001 8:45:12 PM
From: CommanderCricket	Read Replies (3) of 23153

Any one out there following the EMS Providers. They finally seem to be breaking down. SLR and FLEX down again. Been on the road the last two weeks and been looking at alot of inventory that should have been gone by now. In fact, as we discussed here awhile back about OEM's making good on inventory. Didn't happen to the extent it should have. Some Telco Equip MFG's aren't living up to their contracts. Middle finger time. It's ugly..just walking away, soo sue me...jezz. How am I going to pay my mortgage this month? There is one very stuffed supply chain needing another 3 - 6 months to work down. Going to make some money this time around. Pick any of the top 6 six and short.

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