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

To: Paul Senior who wrote (33022)	12/13/2008 2:30:01 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78751

re ARW, AVT As far as ARW and AVT is concerned I cannot find anything wrong with the balance sheet. Obsolete inventory can be a problem but in most cases the manufacturer will take product back (at list with semiconductors that is very common). They do own the credit risk with their customers however. Looking back at 2001/2002 it seems that ARW,AVT made losses due to the cost of rightsizing their business after the dotcom boom, not due to credit risk. I expect the same thing will happen in Y2009.