Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 216.64

-2.0%

10:29 AM EST

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To: minnow68 who wrote (26672)	1/28/2001 9:48:18 PM
From: Bill Jackson	Read Replies (1) of 275872

minnow, It is very hard to guess the level of inventory by watching a pile go down in a place like price club or sams club. When the pile falls to a certain level the computer system tells them to bring another skid from the higher level storage, no need for a human to notice it. I doubt that price club or sams would bother with a boxed item that sold 3 a week, so I conclude that you were in error and just caught a snapshop of a highly dynamic inventory at 2 times. Similarly had there been 5 systems 2 weeks ago and a dozen now you could conclude that sales were so bad people were bringing them back with similar validity Bill

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