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.
Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: tony who wrote (2381)3/14/2001 1:11:50 AM
From: Rolla Coasta  Respond to of 74559
 
Hi tony, you could be half right that inventory may not be the issue. I suspect telecom carriers are willing to wait for better performing gears coming out in the market, leaving those oversupplied underperforming gears stuck in stock, which causes the inventory buildup. It is really hard to know what the real picture is... But I think one should not compare Dollar with Yen and say we are heading to that direction.... that's completely nonsense.
Message 15495197



To: tony who wrote (2381)3/14/2001 7:55:58 AM
From: Box-By-The-Riviera™  Respond to of 74559
 
i think more accurately the issue being raised is not inventory per se in the traditional sense, but the issue of capacity.... capacity has a set of costs whether it creates something or not... and their thesis includes shifts here and offsets...

J


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News