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Technology Stocks : PMC-Sierra (PMCS) - moderated -- Ignore unavailable to you. Want to Upgrade?


To: Jerry Miller who wrote (76)11/8/2000 9:55:29 PM
From: zbyslaw owczarczyk  Respond to of 469
 
for example Alcatel said that most of inventory was in form of almost finished goods which were not shipped to
customers b/c shortage of certain components.
as you know finished good, like switch, router etc. have much higher value then all parts combined.
in such case the $ value of inventory is most likely overstated with respect to components.