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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Steve Lee who wrote (20355)1/9/2002 8:44:52 PM
From: Chuck Williams  Read Replies (1) of 99280
 
I must respond and comment that the actual layoff event will not produce a ripple effect among the tier 1, 2..n suppliers; it is more appropriate to say that the downturn affecting the auto companies by extension affects those that make the parts they use.

You cannot correlate supplier layoffs with auto mfr layoffs from a pure volume perspective. Every company is different and they all will make the same decisions based upon how the downturn has impacted them.

The retail industry, however, is a completely different story...
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