SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Skeeter Bug who wrote (65069)1/28/2000 7:41:00 PM
From: 16yearcycle  Read Replies (3) | Respond to of 152472
 
Skeeter, you have said this twice. Show me the inventory build up. I don't see it in the numbers.



To: Skeeter Bug who wrote (65069)1/28/2000 8:52:00 PM
From: gc  Read Replies (1) | Respond to of 152472
 
I absolutely agree with you. Q management specifically said "inventory rebalancing" would lead to lower ASIC shipments in Q2. Channels must have been stuffed or there is no need to "rebalance."