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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?


To: Hungry Investor who wrote (5326)1/24/1999 3:40:00 PM
From: Frodo Baxter  Read Replies (2) | Respond to of 9256
 
You're talking as though I'm making a theoretical argument. I'm not. I've modeled it empirically, and found nothing of value. I've compared revenues, turns, inventory, and the components of inventory, WIP, FG, and materials, on a historical basis. So exploring the defects of my models isn't particularly useful, as I've already said they predict nothing.