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To: AK2004 who wrote (140651)8/1/2001 4:29:38 PM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
Albert,

Probably nobody is stuffing anything, it's still three months until Thanksgiving. The reports I've seen say that inventories at distribution are low, and you can bet that the OEM's are not taking on extra inventory in front of the XP release slow down.

The stuffing issue was invented by an analyst to cover his lack of analysis, and then a couple of other analyst's joined the chorus.

Andy Bryant denied it, isn't that good enough for you?

John


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