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Thats what we thought, but having recently spoken to people at French distribution center no one else seems to know about that. Whatever is going on, its really tedious. I think its a double whammy of shimano making up delivery dates, and machinations around distribution nstworks which is making it so tiresome.
I think shimano are going to distribute their own stuff and ditch madison, so their running down stock levels, which is a pain in the arse.