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Re: Andy Grave post# 120957

Friday, 07/19/2013 12:49:52 PM

Friday, July 19, 2013 12:49:52 PM

Post# of 152258

The retail channel is currently facing serious excessive inventory troubles as most retailers are still unable to finish digesting their Ivy Bridge-based PC inventories and could be working on clearing the inventories for the rest of 2013, according to sources from channel retailers.

Despite the approach of the second-half peak season, most channel retailers are keeping inventories at a level 60-70% of that in previous years



Well, which is it? Are they having trouble clearing Ivy Bridge systems, or are they keeping inventories at 60-70% of historic numbers?

Or are they having trouble clearing enough Ivy Bridge systems to get to 60-70% as a target? That sounds more reasonable, and implies they are probably at or below historical inventory levels.
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