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.
> 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?
-- ======================================================================== Strata Rose Chalup [KF6NBZ] strata "@" virtual.net VirtualNet Consulting http://www.virtual.net/ ** Project Management & Architecture for ISP/ASP Systems Integration ** =========================================================================
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