New Holland and the Ag Equipment Group Message Board

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Non-Tech : New Holland and the Ag Equipment Group

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To: James Clarke who wrote (67)	3/16/1999 9:53:00 AM
From: John Stichnoth	of 113

<There are two components of inventory - inventory on the manufacturer's books and inventory in the dealer's yard....They're all in the 4-6 month range now, with Case and NH on the high end. > Counting the dealers' inventories, I would expect the total to be much higher. Don't the dealers have a good quarter's worth in their yards right now? I also thought this was one of DE's pushes, to make sure the dealers didn't get overly bloated. And this is where Ag might have a problem. Bloated inventories to marginal dealers leads to credit losses. Thin inventories to strong dealers the reverse. That's why the preference for De and CAT, for instance. Best, JS

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