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Technology Stocks : Seagate Technology
STX 282.800.0%Dec 23 4:00 PM EST
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To: Gus who wrote (4331)12/19/1997 4:50:00 AM
From: Z Analyzer  Read Replies (1) of 7841
 
<<Lehman's estimates of channel inventory with about 2 weeks to go:

Desktop - ~13 weeks
High end - ~10 weeks

>> Gus, In reviewing the Lehman report, they indicated 13 weeks for high end inventory. I didn't see a desktop figure. The other major question is whether we're near the end of the inventory reductions by OEMs which could easily mean that total inventories have been reduced and normal demand should flow through.
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