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.
Strategies & Market Trends : MDA - Market Direction Analysis
SPY 660.19-0.8%Nov 18 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Rob S. who wrote (71564)3/9/2001 4:23:30 PM
From: DukeCrow  Read Replies (2) of 99985
 
** on the other hand, the long range picture for tech spending is better than the current downturn in demand caused by excess inventory and build-outs reflects. **

One question. How does excess inventory and build-outs (capacity) cause a downturn in demand? A downturn in demand may cause what was once necessary capacity to become excess, and it may cause inventory to pile up which was ordered in anticipation of greater demand. However, I don't see how the opposite is possible -- that excess supply causes a reduction in demand.

Ali
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext