…leaving…just over 1 month's worth of inventory [at the end of 4Q10]
We’ve on the same wavelength regarding the inventory, as you can see from the second paragraph of #msg-59303927. Although your $960M figure for the annualized end-user run rate is a little higher than the $840-900M range in #msg-59286675, it’s in the same ballpark. Regards, Dew
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”