t*****n
发帖数: 703 | 1 current demand 4525 ( this is an estimate ) they round to every 25.
current inventory with PD after July 2006 - 4264 ( See Oct 1st Inventory
report)
current inventory with PD in July 2006 - 620
Consider Jan 2011 will approve 250 - 300 and the PD for Feb 2011 should be
July 15th 2006 ( cut off from the middle of the month).
Does that sound reasonable? |
b********9
发帖数: 749 | |
s******0
发帖数: 1340 | 3 do you know how many eb2c with PD between 6/22/06 and 7/1/06 are waiting?
【在 t*****n 的大作中提到】
: current demand 4525 ( this is an estimate ) they round to every 25.
: current inventory with PD after July 2006 - 4264 ( See Oct 1st Inventory
: report)
: current inventory with PD in July 2006 - 620
: Consider Jan 2011 will approve 250 - 300 and the PD for Feb 2011 should be
: July 15th 2006 ( cut off from the middle of the month).
: Does that sound reasonable?
|
s******0
发帖数: 1340 | 4 I will vote for 7/1/06.
【在 b********9 的大作中提到】
: I guess 7/8/2006.
|
T****k
发帖数: 1374 | 5 Usually 2 weeks for 1st mo, 1 week for 2nd mo, 1 week for 3rd mo, then
repeat again for next quarter. |
t*****n
发帖数: 703 | 6 I do not think Mr O knows how many people have PD between 6/22/06 and 7/1/06.
If you look at the demand number, it is an estimate. They do not use
inventory data.
【在 s******0 的大作中提到】
: do you know how many eb2c with PD between 6/22/06 and 7/1/06 are waiting?
|
s******0
发帖数: 1340 | 7 aglee.
【在 T****k 的大作中提到】
: Usually 2 weeks for 1st mo, 1 week for 2nd mo, 1 week for 3rd mo, then
: repeat again for next quarter.
|
C**********S
发帖数: 312 | 8 等到我的PD 也快要到了时, 估计我也会像羊爸爸和田欣一样. 来吧, 来吧.
【在 t*****n 的大作中提到】
: current demand 4525 ( this is an estimate ) they round to every 25.
: current inventory with PD after July 2006 - 4264 ( See Oct 1st Inventory
: report)
: current inventory with PD in July 2006 - 620
: Consider Jan 2011 will approve 250 - 300 and the PD for Feb 2011 should be
: July 15th 2006 ( cut off from the middle of the month).
: Does that sound reasonable?
|
s******0
发帖数: 1340 | 9 that's exactly what I mean, no one knows. But your 7/15 estimate didn't
include that number.
06.
【在 t*****n 的大作中提到】
: I do not think Mr O knows how many people have PD between 6/22/06 and 7/1/06.
: If you look at the demand number, it is an estimate. They do not use
: inventory data.
|
j*e
发帖数: 1987 | 10 我相信其实DOS有精确到天的数据，Demand Data里注明了“Data as of January 10,
2010”也从侧面证明他们有精确到天的数据。
但是他们不愿意给出这些数据，而是选择给出以25为单位的模糊数据，这样他们就不容
易被抓住小辫子。 |
t*****n
发帖数: 703 | 11 let's hope the best!
【在 s******0 的大作中提到】
: that's exactly what I mean, no one knows. But your 7/15 estimate didn't
: include that number.
:
: 06.
|
s******0
发帖数: 1340 | 12 又被俺蒙对了.
【在 s******0 的大作中提到】
: I will vote for 7/1/06.
|
