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To: Mr. Pink who wrote (303)12/17/1997 5:55:00 PM
From: BuySide  Read Replies (1) | Respond to of 1494
 
Mr. Pink:

Yes, Book Value is vunerable to a write-down of inventory, but I think that inventory levels were acceptable at ~6weeks as of the last 10-Q, vs. 4 1/2 weeks for Tech Data and 7+ weeks for Ingram Micro. Has management made any mention of any obscelence in the current inventory?

BTW, PC demand is rumoured to have been accelerating in Eastern Europe for a few weeks.

Thanks

BS


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