PT,
A fine article from CNET - Companies fear no end in sight for component shortages. news.cnet.com
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Excerpts
But lately, Delta has been struggling to meet a voracious appetite for laptops, cell phones and handheld computers. Demand for Delta's telecommunications equipment more than doubled in a year, Hai said, resulting in a parts shortage that excites but also troubles managers of the Taiwanese company.
"It has become quite a significant problem--one of our biggest," said Hai, who declined to specify how much product was back-ordered. "Our purchasing manager told me that, at least for this year, he does not see anything changing...If anything, shortages are getting worse."
[...]
Tom Smach, vice president of finance for Flextronics International, would not comment on delays of products for specific clients, which include IBM, Acer, Intel, Nokia, Ericsson, Motorola and Lucent. But he's hopeful new factories will take the heat off of component companies by the middle of next year.
"Nine months ago, I would have said the problem would be cleared up by the end of this year," Smach said. "Now I'm saying early- to mid-2001. It's hard to predict."
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The comments from this article's sources completely contradicts the Tantalum guy's(SSB - JJ) conclusions a few weeks ago.
Goutama |
