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To: Herschel Rubin who wrote (59308)7/4/1998 8:02:00 AM
From: TTOSBT  Read Replies (1) | Respond to of 186894
 
Re: "Most likely between now and September when boxmakers need to gear up for the end-of-year buying season. What months are between now and September? July and August."

Sounds like Toys-R-Us ?

I think (IMO) inventory problems are more a result of Year-Two-Thousand YTK problem resolution than end-of-year season.

TTOSBT




To: Herschel Rubin who wrote (59308)7/5/1998 11:21:00 AM
From: Richard Forsythe  Respond to of 186894
 
Definitely an interesting theory. If correct, I wonder if Intel could get a futures market going and allow investors/traders to shoulder the fluctuating demand? Or, without going that far, simply charge more for a turnaround order than for a 3 month delivery order...


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