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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: ild who wrote (11006)3/30/2004 4:54:32 PM
From: russwinter  Read Replies (3) of 110194
 
<long term supply contracts.>

Isn't great that most these companies have arrangements whereby their suppliers are the ones who get eaten alive on input costs. Wonder what they do when the contracts expire, or the suppliers go out of business? As this CEO says already, "There's not an oversupply. There are fewer manufacturers."
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