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To: shane forbes who wrote (8114)12/3/1997 10:17:00 AM
From: shane forbes  Read Replies (1) | Respond to of 25814
 
"Virginia, it was inventory"
techweb.com
Analysts suspect that networking and communications-equipment OEMs are
reducing inventories, causing a delay in the restocking of inventories in the
distribution channel.
dated 11/3

(BTW there's a mistake on the GPM for ALTR in that article. My guess it that for ALTR what was quoted was Operating Income as % of sales - speculation. Virginia must've been tipsy.)



To: shane forbes who wrote (8114)12/3/1997 11:39:00 AM
From: uu  Read Replies (3) | Respond to of 25814
 
Shane:

Thanks so much fo the explanation.

Regards,

- Addi