Actually, Bernard, one can read Apple's recent moves regarding
your item (1) as an attempt to get inventory under better control,
i.e., discourage vendors from over-ordering stock for fear of not
getting enough of something, and then returning it all later.
This has been a well known problem in the past. I don't see item
(2) as particularly providing evidence one way or the other on
overall sales. Every other box manufacturer has been cutting
prices at both retail and wholesale levels.
That Apple can't get popular products to vendors would be a problem,
and if G3's are flying off the shelves, it could be true even if
overall sales are accelerating. So again, no evidence there.
So, I really don't see that you have provided any additional insight
into either sales or inventory situation with your comments. In
fact, (1) and (2) contradict each other, if we are talking about
G3s. |
