IsThisRight

National Semi's Good Quarter: Inventory Reduction More Positive than Bookings Growth

Your article clarifies the statement made by NSM that they have lowered their inventory, in this cycle, from above 11 weeks to 9 weeks.

3 comments :

1/Thru your chart, this is a level reached SINCE DEC 2004!

2/ Since their goal is to keep this level of inventory flat WHILE THEY SEE INCREASED ORDERS, this is good.

3/ Nine weeks ( 65 days) is also the lowest level for TXN back in Dec 03.

Just-in-time manufacturing has the benefits of lower capital ( ie Debt) needed to run the business!!!