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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 176.05-0.5%9:50 AM EST

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To: Frodo Baxter who wrote (5330)1/25/1999 4:56:00 AM
From: Stitch  Read Replies (2) of 9256
 
Folks,

Many thanks for the discussion concerning inventory management. Lawrence, some last questions. Do you agree that turns are a relative performance criteria contributing to overall trailing performance? What sources do you recommend for monitoring channel inventory. Do reseller/distribution channels correlate well to OEM channels? Does retail pricing correlate well to OEM pricing? Todd has done some neat work on retail pricing.

Best,
Stitch
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