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Satyr, Satyr, You don't need Urls. Just get the most recent financial reports, especially 10 Ks from the distributors I mentioned. They soft soap the problem and "hope" it will get better, but if you compare the verbiage to 1994 and 1995 when they were printing money, you get the message loud and clear. Also, check techweb on a daily basis, as they often carry stories from distributors. You also might want to check Fred Hickey's "High Tech Strategist," as Fred has more, if not better -g-, sources than I do. But, most are whispers in the wind, as you say. Of course distributors do not want everyone to know they are loaded with inventory and they only publicize the fact when they are required to by the SEC. MB |
