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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Les H who wrote (171672)	6/10/2002 7:58:40 PM
From: Les H	Read Replies (1) \| Respond to of 436258

Intel sandspring.com Another canary in the coal mine biz.yahoo.com

To: Les H who wrote (171672)	6/10/2002 9:38:25 PM
From: Earlie	Respond to of 436258

Les: I've been wandering around the mine with a wheelbarrow, collecting the tiny little corpses, especially CLS. (g) Inventories at these shops are off the graph as the clients keep calling to require "reduced shipments for the time being" (like every other week). As I have noted in the past, nothing like a slow down in shipping to crater these high-fixed-cost, razor thin margin (when at full utilization) shops. I never could understand why the analysts got excited about them in the first place. The large companies that unloaded these production facilities at "bargain basement prices" (which is how some of these contract manufacturers were formed), didn't do so to be philanthropic. (g) Best, Earlie Best, Earlie