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ebase22

03/27/19 1:49 PM

#687 RE: southacresdave #686

Until they show that they can improve margins/keep their costs under control l, backlog isn’t going to do anything.

How many quarters has it been now that they say they expect margins to improve 1-2 quarters out? And then nothing materializes and they have new excuses. And now they already downplaying any expectation for Q1 or even Q2. We have to wait for 2H.