I don’t know why, but the numbers above don’t match exactly with the numbers from the link in the first post. So I replotted the raw numbers and then made a second plot with the inventory/sales number. There was obviously a big jump from Dec 2006 to Jan 2007 that I think must be something funny with listings?

The first plot shows more or less the same trend as my original figure and the months of inventory through July was already higher than any point in 2006 – since we know sales fell in August even without an actual number and inventory grew, I think it is safe to say that once we have that number, it will be higher than th eAugust 2006 number.

[img_assist|nid=4666|title= Raw Inventory Numbers|desc=|link=node|align=left|width=466|height=336]
[img_assist|nid=4667|title= Months of Inventory|desc=|link=node|align=left|width=466|height=336]