Drew Industries (a supplier to the manufactured home and RV markets) is up 25% today, in large part because one of their competitors just went out of business. Drew is going to pick up that competitor's market share supplying to manufactured housing manufacturers. This will give Drew tons more pricing power, which will SQUEEZE CAVCO'S SLIM PROFIT MARGINS EVEN FURTHER, in my opinion.

"The continued weakness in the manufactured housing market and this difficult economic environment continues to create opportunities for us," said Jason Lippert. "For example, a competitor of ours announced it was ceasing production of windows and most doors for manufactured homes. As a result, we have received requests for quotes from many of their former manufactured housing window and door customers, and believe this presents the potential for Kinro to add $10 million or more in annual sales, even in this weak market."