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To: Sarmad Y. Hermiz who wrote (131094)9/10/2001 10:28:16 AM
From: GST  Read Replies (1) | Respond to of 164684
 
Sarmad: I have been travelling and I have not seen that. It does not sound good -- do you have anything on it?



To: Sarmad Y. Hermiz who wrote (131094)9/10/2001 10:01:42 PM
From: Victor Lazlo  Respond to of 164684
 
Hey remember how much supply chain mgt helped CSCo, right -40 billion in inventory build-up written off a few mos ago!

And all the rest of the big inventory overhang that is a big part of this econ slowdown - the failure of co's like I2 to deliver on their promises can be seen in here... I never bought any of that loud SCM hype.
Victor