In a message dated 2/26/01 1:33:25 PM Eastern Standard Time,
<< Oh, you've been reading that great article on Network Associates, I bet.>>
actually, net appliances and my beloved brocade, whom i thought were immune
to fallout from inventory glut we all saw coming.
<<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.
what are you smiling about? i need a snorkel!
This archive was generated by hypermail 2b29 : Fri Apr 27 2001 - 23:18:41 PDT