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jbog

08/09/18 10:01 PM

#220445 RE: caravon #220444

Oh I don't think they'll be stupid, but with the gross margins they enjoy they should have quite a bit of room to maneuver the volume versus price and still not effect their results.

They still have all the pieces intact and what we should watch for is any cutbacks. Once that happens we'll know there's a price war brewing.

good luck