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Technology Stocks : Seagate Technology
STX 288.13+0.9%Dec 16 4:00 PM EST
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To: Gus who wrote (4239)11/21/1997 4:01:00 PM
From: stock bull  Read Replies (1) of 7841
 
Yes, I read the same news release. This is forcing JIT (Just-in-time) delivery on the entire supply chain. Once the "bubble" of inventory moves through the channel, the order rates will reestablish themselves. The $500 million in Intel sales represents the inventory sitting on their customer's shelves. During the period where this inventory is depleted, orders to Intel, and other suppliers such as DD vendors, will be reduced. Eventually, inventories will rebalance themselves.

Stock Bull
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