SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rupert1 who wrote (63328)6/17/1999 9:16:00 AM
From: Andreas  Read Replies (4) of 97611
 
Victor, Aitsch,

Sounds to me like there is indeed an execution and inventory problem. Rosen's press release said that (1) inadequate revenue growth and (2) excessive cost structure are primary culprits. Inadequate revenue growth would result in excessive inventory would it not?

Please tell me why there is not an inventory problem and why huge write downs of inventory are not required and likely to occur. I really want to be wrong!

Look forward to hearing from you.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News