I just logged in to the reseller's website and quickly looked at Lenovo, HP & Dell laptops & PCs To me the stock levels appear normal. Didn't have time to look at every single Product range but nothing to be concerned about Enterprise hardware like servers & networking equipment, where margins are generally higher are often hard to source at the best of times
As most know hardware sales is a necessary evil however resellers/solution providers prefer to get both hardware & software from the one supplier. The outstanding result for me from the most recent Annual report was the software sales & reoccurring revenue increase of 18.7%, the hardware increase were nice but software sales requires so little overheads compared to Hardware sales.
I wouldn't be terribly concerned about filling the warehouse as resellers & solution providers will quote/buy what is in stock at the time.
This is an amazing company that I have been invested in since $1.87 some 5 years back and I'm still happy to continue to buy at this price
Chop
DDR Price at posting:
$10.03 Sentiment: Buy Disclosure: Held
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