so eliot and i talked, tried calling you guys but to no avail. were real low down so we need to play this very carefully. demand is constant in this one and our lead times are just fine so we don't need to purchase anymore machinery. in an effort to reduce inventory cost to help out our cash flow we slightly reduced our inventory and are going to wait until we can see if its effecting our lead times. if lead times arent effected well lower it a little more. we think the reason everyone else has so much money is cuz they financed with debt and we used our cash, but theyll have to pay that debt back at 20% and are only making 10% off the cash so hopefully we'll shoot up at the end.
bottomline: we dont need to purchase anything else and lets see how low we can get inventory without effecting our lead times and then just wait it out.
and no offense guys but that last machine purchase was unnecessary, utilization was fine for machine 1 so if youre going to change anything please make sure it isnt a waste of money or going to cost us in the end