Nortel Networks (NT) Message Board

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Technology Stocks : Nortel Networks (NT)

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To: Bosco who wrote (3009)	7/8/1999 10:37:00 PM
From: John Messbauer	Read Replies (2) of 14638

Bosco, I am in the contracting mfg business. Lead times on some parts and IC's are increasing. Fiberoptic parts are general available unless custom. I really don't think this problem is going away, mainly because they and other are cranking out so many new products, suppliers have to ramp up as well. Typical offset I am seeing is about 3-5 weeks delay max. Once the "queue" in in place it will become invisible to all of us.and the bottom line of NT NT's move to outsourcing is a good one. Primarily because contract manufacturers are use to doing "quick turns" on product when materials are delayed. In addition they reduce inventory carrying costs, obsolete products and G&A drop. I think this a very positive sign is i.e: outsourcing products indicates NT is confident in the product designs. Software problems can be difficult to fix but are cheap and quick to implement. Just a few thoughts Regards, John

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