tak13 on 26 April 2018
Nuvendil said:
Actually 1.29m seems pretty high for this particular period. So yes, I would say it is undertracked, just not to the level people think. |
What? haha
it seems about normal, it should even be somewhat more and be 2m+ before/after holidays.
I'm bored to analyze it, one thing, there are 380k ns units on the shelves in Japan when in the previous quarter it had 100k and sold that in the FW of Jan, not supply constraint anymore.
Imagine how much stock it has in Americas and others/Europe where supply issues had been fixed by the end of 2017.
Last edited by tak13 - on 26 April 2018
