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Strategies & Market Trends : The New Economy and its Winners
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To: Wizard who wrote (10863)3/18/2002 1:18:06 PM
From: Lizzie Tudor  Read Replies (2) of 57684
 
... Inventories are much more depressed than 90/91 so realistic snapback scenarios are actually pointing to 5 to 6% GDP growth this year

Remember the inventory analytics we have now didn't exist in 1991, therefore the "inventory snapback" which likely included stocking large warehouses, was probably more pronounced. It all comes out in the wash when the demand comes back, but I wonder about these restocking estimates based on what I've seen at Sun,cisco, dell etc.
L
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