The boss man took delivery on 500 stripped uppers yesterday. He's sold 206 already as of 9:30 this morning. The demand is clearly still strong.
I learned some trivia on the production of lowers today. First, a lower is not considered a receiver/firearm until it is 80% machined. If the producer doesn't machine the cut for the safety and the trigger, the lower is not an item that the ATF tracks. Also, forgings with any nicks, rough blanking marks (I'm sure there is a standard the inspectors follow, I just don't know what it is), and so forth are discarded. At that point in time the manufacturer has $5.00 in the part for material, saw, heating, forging and blanking. You may see some of these on the market as paperweights at about $19.95. Of course, these could be machined and apparently some have been shipped overseas where they have been machined or the 80% machining jobs have been shipped overseas. This MIGHT (emphasis on this as I'm not a lawyer either) be a violation of U.S. export law(s). In any case these forgings are now marked so that the ATF can track back to the source.