Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (57607)	7/12/2006 7:26:28 PM
From: Elroy Jetson	Read Replies (1) \| Respond to of 306849

Running a company where one customer makes up most of your business is a very risky venture. You know what they say about dancing with elephants - you had best be careful about where you stand. Veemak has obviously annoyed the elephant, yet they think they are holding the winning cards - not real smart. Lennar has no history of trying to break their subcontractors. They have a long history of paying their subcontractors on-time. To imagine that Lennar is arbitrarily trying to do this to one of their many hundreds or thousands of subcontractors to lower their framing costs in Arizona . . . well that's just sad and paranoid. I think your short position on Lennar stock has affected your reasoning ability. .