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Re: bigbizz post# 14841

Tuesday, 10/28/2003 8:49:04 PM

Tuesday, October 28, 2003 8:49:04 PM

Post# of 15369
Kevin - If SEVU mgmt has even a shred of intelligence, they won't wait for inventory to be built before selling it. I'd also bet the farm that CSG won't extend credit terms to enable SEVU to build inventory prior to sales. Companies don't work that way. Building and carrying inventory is extremely expensive, inefficient, and risky (particularly for an unproven product).

We all want to see them succeed, but if you assume they're waiting for a warehouse full of inventory before they sell it you're destined for yet another disappointment.