I'm asking you to predict the future a bit here, I know.
We think any significant decrease in inventory will be a positive and may help sentiment towards the stock. The company we think needs to be conservative with its outlook, though, so it can beat expectations once again. Thus, its forecast could possibly be viewed as negative (if it takes this approach). Sentiment towards the stock is horrible, so on the other hand any good news at all might have a higher positive impact. The future could go both ways, as usual. We would like to see a debt reduction as well (which of course could be tied to any inventory move).