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Thursday, March 12, 2009


inventory restocking

some folks have been following the inventory cycle and had noted not long ago that inventories were very low on an absolute basis though not relative to sales late last year.

more recently, there's been a rash of reports about better orders. paul kedrosky on tech ticker puts these together -- not chinese stimulus working, not a return of the good old days, but a restocking of inventories following a complete seizure in new orders which resulted in stocks being run down.

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