Replies to post #72169 on Zeev's Turnips Patch-No Politics (ZEEV)

[mish]

Obviously Chambers is still selling those Billions in "written off" inventory.

When that ends, the gig is up.

M

[jetlag]

it was the same story as years ago with the tdm/voice vendors. On margins, I can't comment but why people buys from them -> being the incumbent vendor pays off as well as the (financial) solidity of the company as compared to smaller players.
/jet