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kpf

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kpf

Re: Elmer Phud post# 13607

Sunday, 12/28/2003 5:44:34 AM

Sunday, December 28, 2003 5:44:34 AM

Post# of 97585
elmer

What else could it possibly be???

Inventories. Takes a couple of months to realign its structure while migrating to a new architecture. Requires a tough grip on prices, which requires a tough control of channel-inventories as well.

All that is happening right now. The latter things are obvious, the inventory structure alignments invisible- although there are hints how things are going there; introduction of Model64-3000+ before Christmas carries a message thisrespectively. Next message to be expected with the pricing-round early January.


K.





Facts are irrelevant to the emotional brain

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