Steve's Channelling Thread Message Board

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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (14544)	4/16/2001 10:32:16 PM
From: ajtj99	Read Replies (1) of 30051

Zeev, the inventory numbers could also possibly include returns from customers who are unable to pay their bills. It could also possibly include buy-backs of equipment that was previously installed, but obsolete. I'm just grabbing at straws. Those would be small numbers and quantities. Most likely they took in huge amounts of inventory in the 1st quarter and now find that unless they can create a Beanie Baby type market for switches and routers, they'll be looking at most of that inventory a year from now year at the present rate of sales. Much of it will be obsolete and sold at fire-sale prices, IMO.

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