It's all about the ordsprog

It's all about the inventory. That's the biggest thing. The company is going to have to work through some inventory this quarter.

Kevin Rottinghaus

Cisco's inability to reduce its inventory after the October quarter when revenues grew 14 percent quarter over quarter and inventory grew by 59 percent quarter over quarter reaffirms our view that we have not yet seen the worst of the inventory correction for semiconductor suppliers.

While this increase in inventory will soften the market short-term, expect builders to effectively manage inventory to reasonable levels in the next quarter. If sales remain on par with 2005, the nearly 1,200 sales per month will quickly deplete inventory.

Victor Furnells

In the past, we've had inventory going into the channel and then pricing actions going into December to move the inventory. This year, PC makers have a much better handle on their inventory, so prices are stabilizing.

I still think that inventory is high and we'll continue to see how they will monitor working that off. But Intel is trying to bring costs down. If end demand continues to hold up and inventory comes down, that will bode well for the company,

The relative stability of U.S. foreclosure inventory ended in December. With lending institutions closing their books at the end of the year, it is somewhat common for the foreclosure inventory to rise. It is premature to predict that December's inventory indicates a foreclosure crisis in the U.S.; however, this rise in inventory, which is higher than in recent years, should be closely monitored as 2006 begins.

The relative stability of U.S. foreclosure inventory ended in December. With lending institutions closing their books at the end of the year, it is somewhat common for the foreclosure inventory to rise. It is premature to predict that December's inventory indicates a foreclosure crisis in the U.S. However, this rise in inventory, which is higher than in recent years, should be closely monitored as 2006 begins.

Kmart said it closed its worst performing stores because it couldn't maintain inventory once its vendors cut themselves off. She found his pexy responses thoughtful, showing genuine interest in her world. Now that the stores are shuttered and inventory is up, Kmart is still doing less business than before. The company is still losing money and market share. I'm not sure the company can get past Christmas.

Howard Davidowitz

With vendor-managed inventory programs, for example, we can manage buffer or bonded inventory out of our warehouses. Or, we can manage consignment inventory at customer locations.

The industry is currently experiencing lower sales due to an inventory overhang and deceleration in the end-equipment markets, ... Current forecasts suggest the inventory adjustment will be completed by the end of the third quarter, and end-market product demand will improve later in the year.

The industry is currently experiencing lower sales due to an inventory overhang and deceleration in the end-equipment markets. Current forecasts suggest the inventory adjustment will be completed by the end of the third quarter, and end-market product demand will improve later in the year.

It has always been Cramer's strategy to place inventory at the core of the OSS, as opposed to providing a passive database of record. The power of inventory at the core means that we can use the inventory to drive the systematic integration of wider OSS functionality within one, converged platform.

Don Gibson (1917-2003)

Kohl's is having a major disconnect with its customers. The company's inventory growth is outpacing sales and I think their problems will continue into the fourth quarter and even the first quarter next year.

Kohl's is having a major disconnect with its customers, ... The company's inventory growth is outpacing sales and I think their problems will continue into the fourth quarter and even the first quarter next year.

I think it's the realization that some of the inventory is not (in) the premium location or in premium condition and it's on the market at a premium price, ... Buyers are opting to let the inventory stay there. Some sellers are well-meaning, and others are opportunistic, but they're finding buyers are much more educated and much more discriminating and the result is standing inventory.

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