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Re: dewophile post# 113591

Friday, 01/28/2011 8:51:45 PM

Friday, January 28, 2011 8:51:45 PM

Post# of 257302

…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

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