Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Sarmad Y. Hermiz who wrote (4615)	12/26/2002 10:33:11 AM
From: BWAC	Read Replies (1) of 25522

<Unless they were planning for a much higher level, and now are stuck with unsold inventory.> Sarmad, That is the relative point I was referring to the other day. Inventory looks low to me based on my observations. Sales may not be at up 5% levels, but if they were the store shelves would be empty, cause it sure appears the retailors DID NOT order inventory based on sales up 5%. As long as inventory is inline with sales increases, the retailors will do just fine this season.

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