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Technology Stocks : Compaq

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To: Dr. David Gleitman who wrote (20598)3/8/1998 1:24:00 AM
From: kahunabear  Read Replies (1) of 97611
 
A couple of years ago, the chip companies started to falter. Too much supply, to much inventory, falling prices. Lots of excuses. Things have continued to get worse.

Last year the disk drive companies started to falter. Too much supply, to much inventory, falling prices. Lots of excuses. Things have continued to get worse.

Now the box makers are starting to falter. What happens next ?

BTW, if this ERP, supply chain, just in time, build to order stuff is so great, why do so many companies seem to have excess inventory ??????? SAP seems to be making a lot of money anyway.

WS
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