daz . . you may not realise but your forst message was charged and certainly not written with grace or positivity . .
your 'or just hoping?' . . is confrontational
you could have easily asked 'love to hear your reasons for those companies'?
'could you PLEASE share why you feel they are the likely fabs?'
etc etc
etc etc
it isn't hard to ask nicely and avoid the wet blanked overlay that your message carried.
daz . . you may not realise but your forst message was charged...
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