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To: wanna_bmw who wrote (161459)3/7/2002 6:13:13 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
wbmw, another point after checking another message board. The guy reporting on TMF saw Bryant's statement that supply - demand having come into balance means that P4 shortage issues from the beginning of the quarter were gone.

From business update. P4 shortage issues at the beginning of quarter are resolved as supply and demand have balanced. However, inventories are leaner than Andy prefers.

boards.fool.com

I didn't hear Bryant say that explicitly, but it does make sense.

Tony