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To: DanZ who wrote (14816)	6/16/1998 3:23:00 PM
From: Johnathan C. Doe	Respond to of 53068

You have to ask yourself what all of these companies thought the future outlook was going to be like to have all together built up massive inventory stocks. Were they listening to the analysts and then the analysts were listening to them? Were Asian's really going to be buying this many computers??? Seems pretty strange to me. So we get an inventory buildup recession in the computer related stocks; that will end because these people are not stupid. How long will it take to clear out? You just stop manufacturing for awhile; right? What ever happened to "just in time" systems in this industry? It just seems quite suspect. Things are a hell of a lot cheaper, that is for sure. I just can't see this being a problem for more than 9 months; the warehouses should be empty by then and they should have adjusted manufacturing. Are we getting sold a bill of goods on the explainations? Asia for example wasn't why a lot of companies were really having problems back in Nov.; they just BLAMED Asia. Now we blame inventory excess????