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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (33010)12/11/2008 12:02:51 AM
From: Spekulatius  Read Replies (1) | Respond to of 78714
 
re Distributors i'd probably buy some AVT given the alternatives. They do look like a decent value to me and the best of the pack to me.

I wonder what their inventory risk is. many component and semi companies have 20% down quarters in terms of revenues. Will AVT and cohorts have to eat the excessive inventory or are they able to push this back to the suppliers?