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.
Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 228.68+1.2%Nov 17 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Proud_Infidel who wrote (7368)9/30/2003 10:12:45 PM
From: TI2, TechInvestorToo  Read Replies (2) of 25522
 
<Helping things out is an extremely tight supply chain, where inventory has been reduced "to almost negligible levels" from $15 billion at the end of 2000, according to Andrey. "Most companies are living hand to mouth as far as ordering product. Inventories are at historic lows. Right now it's at unsustainably low levels." >

I'm going to suggest a paradigm shift here. While these may have been unsustainable levels in the past, technology is different now. In the late 90's, many folks bought and installed "enterprise wide sw" aka Larryware, SAp etc. When things looked bad, it was amazingly easy to turn off the supply chain (which cascaded up their supply chain and.. etc). Sort of like the NY blackout. MAny places pulled the plug all at once. I can't think of an equivalent turn on scenario. I can imagine managing low inventories since thats what "oracle" does. Thats the paradigm. Thats (part of) the new productivity. Everyone will turn on supply chains at different times and at minimum levels which the new business practices allows
cheers
ti2

PS- I sat thru a multiday Oracle sales pitch- very painful-we bought it anyway.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News