Rande Is . . . HOME Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Rande Is . . . HOME

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: WhatsUpWithThat who wrote (31568)	8/9/2000 9:40:23 AM
From: fastcats	Read Replies (1) of 57584

Outstanding post, WUWT. Thank you for for the insight it brings. I apologize for being late to the party, but one element discussed in our local media that may have negatively impacted gross margins (and which some lesser companies have used as excuses for both disappointing revenues and earnings) is the generally tight supply chain in the industry. Stories abound of multiple component resales, each with liberal markups, with the ultimate buyer being CISCO. Sounds to me like a commitment to reliably service customers and meet delivery dates, which can only serve CISCO well in its efforts to gain new business from existing customers. It also seems to indicate that until supply reliably meets demand throughout the supply chain, we can not forecast the slowing of the Internet buildout. fastcats

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next