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To: limtex who wrote (72584)2/27/2001 5:51:24 PM
From: LLCF  Respond to of 436258
 
Guy on CNBS saying that HD and PMCS are out, and a "wait" until we see signs the economy is recovering.

DAK



To: limtex who wrote (72584)2/27/2001 5:54:15 PM
From: Ilaine  Read Replies (1) | Respond to of 436258
 
But CEOs have to extrapolate from their order books into the future, because you lose business if you can't fulfill orders but excess inventory is a killer. So there's always the process of making educated guesses about how much capacity and inventory to have available, and the only way to do that is to extrapolate from the past and present.


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