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To: rupert1 who wrote (63328)6/17/1999 9:16:00 AM
From: Andreas  Read Replies (4) | Respond to of 97611
 
Victor, Aitsch,

Sounds to me like there is indeed an execution and inventory problem. Rosen's press release said that (1) inadequate revenue growth and (2) excessive cost structure are primary culprits. Inadequate revenue growth would result in excessive inventory would it not?

Please tell me why there is not an inventory problem and why huge write downs of inventory are not required and likely to occur. I really want to be wrong!

Look forward to hearing from you.



To: rupert1 who wrote (63328)6/17/1999 9:18:00 AM
From: Kenya AA  Read Replies (1) | Respond to of 97611
 
victor: I don't think that Kumar was trying to imply that the speculation came from someone other than himself - it's just the way he writes. As for the sources for his "inside info," he states very openly that he has a lot of friends in both the channel and supply end whose info he bases his conclusions on.

K


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