Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Jim Mullens who wrote (80964)	10/13/2008 1:04:56 PM
From: quartersawyer	Read Replies (1) \| Respond to of 197341

Jim, David, anyone...re: "excess channel inventory" Is that always a hard seasonal number? Or would there be a reduction in the target number for inventory according with evolving consumer spending expectations, or modified expectations by carriers of their coming quarter's sales, or how much they want to spend on subsidies depending on cash flow... and so on. How does it work? Given the fireworks from all angles there's no end of possible surprises, including relaxed anxieties for consumers post-housing rescues, proposed stimulus packages, the conclusion of election uncertainties .... Could be a perfectly fine current quarter by the time it's over, who knows? So are inventories high based on the last quarter's disappointment, or anticipation of a disappointing current quarter?