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Non-Tech : TJT Inc. (AXLE) - Undervalued Special Situation
AXLE 0.2800.0%Jun 24 5:00 PM EST

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To: Walter Fabisiak who wrote (72)1/17/1998 12:11:00 PM
From: Chartgod  Read Replies (1) of 192
 
Walter, Thx for the response and please correct me if I'm wrong...but as with any seasonal business, the greatest portions of the revenues will be reported/received after the season ends.. Which is now. :)

In this case, the "mfg'r of the home" carries the 'books' on a home for a much shorter time than their suppliers {I would think } as they receive their $$$ when the home is sold.. {Excluding existing inventories}

And in the recent years with more 'modular' housing being installed wherein the axle is removed upon installation on the lot/foundation...as compared to a mobile home, in which the owners may elect to keep them for a future move.

Do you know of a site where I can access the quarterlies on AXLE other than EDGAR

Also agreed that they will need to diversy in the future, but into what? :)

james

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