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pete807

02/24/20 1:08 PM

#439 RE: OldAIMGuy #438

Gathered all the patience I can muster as well. Now I wait to get past the outbreak, like everyone else.

I think it means compression and a larger swing reaction when it is sorted out.

Definitely supply disruption with any components from China... Container ships 10% capacity now is a normal... Long run good to diversify the supply side and build our hemisphere back up a bit...

JMO

-pete