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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 159.33-1.8%Nov 7 9:30 AM EST
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To: w0z who wrote (9685)4/13/2001 10:33:42 AM
From: Katherine Derbyshire  Read Replies (1) of 10921
 
>>Human decision makers aren't involved anymore...MRP systems are linked directly to customers' order books and when orders fall...the supplier's planning systems instantly curtail the build plan. <<

Up to a point... to the best of my knowledge, the computers aren't writing billion dollar checks for new fabs yet.

Also, while the degree of integration you're describing is a goal for many companies, very few of them have actually achieved it, and even then only for the largest customers and the largest suppliers. There are still plenty of supply chain inefficiencies out there.

Katherine
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