Re: Inventories A Poppin'

From: Strata Rose Chalup (
Date: Mon Feb 26 2001 - 10:17:33 PST

Oh, you've been reading that great article on Network Associates, I bet.

If inventories at distributors or retail points are swelling, AND the
companies providing that inventory are booking it as revenue when it
hits the distributors or retail points, there's a very simple formula
that predicts the health of a company-- for all values of X, X sucks.

Average this across the sample space of the industry.


_SRC wrote:
> is there a formula that can predict an industry's health six months hence
> based on current swelling inventories - or are there too many dominoes?
> gg

Strata Rose Chalup [KF6NBZ]                      strata "@"
VirtualNet Consulting                  
 ** Project Management & Architecture for ISP/ASP Systems Integration **

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