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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: TH who wrote (26667)3/31/2005 2:43:49 PM
From: ild  Read Replies (1) of 116555
 
TH, thanx for the great update.

He told me that raw material increases, as well as energy cost, are starting to put mature programs into the red. This is condition that will lead to death, as there is no way out for the supplier as they MUST continue to supply, and as many as four years could be left on a given program.

Can you elaborate more? Why "MUST"? What if raw material and energy just keep increasing?
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