The New QLogic (ANCR) Message Board

STOCKTALK

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 : The New QLogic (ANCR)

QLGC 16.07

0.0%

Aug 24 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: buck who wrote (26162)	2/18/2000 5:43:00 PM
From: ShamukE	Read Replies (1) of 29386

Buck Iventory turn is the number of times that you sell your inventory in a given year. Brocade said that their turn was 41 times last quarter. This means that the inventory sat on the shelf for approx. nine days. To me this seems to indicate that they are cutting it very close. If they keep ramping up sales at the rate that they have been, will they be able to fill the orders on a timely basis. I would ask at what capacity are they producing product. If they are near or at capacity it can take a lot of resources and a lot of time to increase capacity. There have been instances where a company has over extended itself into serious difficulty. If BRCD can't fill all of their orders some one else will. However, I don't even know what a reasonable inventory turn is. If 41 is excessive, why is it so high. Buck, I worked on Wall St. when a Bear Mkt. hit. They aren't pretty. With todays excessive valuations, I shudder to think of what might be in store if one comes. in addition to the valuations, many of todays employees have never had to handle a Bear Mkt. I too was unconcerned but todays trading put the fear into me. HAGO

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next