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| User Info | Economic impact of japanese disaster.; entered at 2011-03-23 15:14:52 | |||
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Patmcgroin Posts: 8215 Registered: 2007-09-12 Chicago 
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This is not priced in. Had another conversation today with a Chicago hi-tech manufacturer- they'll be idled next week (optimistically) for six weeks to two months. Kanban hurt them. And they're not the kind of inputs you just 'go have made in China'.
2011-03-23 15:14:52
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