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Technology Stocks : C-Cube
CUBE 35.42-0.9%3:57 PM EST
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To: Black-Scholes who wrote (42695)7/9/1999 12:50:00 AM
From: Don Dorsey  Read Replies (1) of 50808
 
I'm hearing a lot of rumblings about strained capacity all of a sudden. For example, I've heard that Toshiba's foundries are at 120% of capacity. Their lead times have gone from 2 weeks to 20 weeks. This may not effect CUBE directly, but it affects a lot of companies that use CUBE's parts. For example, Pinnacle is now way behind in being able to deliver its products.

I don't know if this is a big issue for CUBE, because it basically shows there is very strong demand, but some earnings may also need to be moved out to future quarters.
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