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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (972)	4/5/2001 11:08:04 AM
From: Ken Brown	Read Replies (1) \| Respond to of 10065

>>It is also probably true that there is "just" an inventory correction in some areas, and more serious problems of demand/saturation in others. << That latter explanation makes more sense to me. How can a company like Dell, which I believed really did have as close as you can get to a JIT inventory system, suffer from too much inventory? I think some of these so-called analysts are just recycling what they're used to saying, rather than trying to actually determine what the problem might be. Perhaps I'm being overly harsh, but the fact that I haven't heard one person question this on any of the financial talk shows, really makes me wonder. Thanks for your thoughts; they're good ones. I believe with regard to the telecoms, they could also be very accurate. Ken