High Tolerance Plasticity 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.

Politics : High Tolerance Plasticity

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Think4Yourself who wrote (12174)	2/1/2002 9:10:55 AM
From: CommanderCricket	Read Replies (1) of 23153

JQP, Wondering where you went... Thought for everyone who believes the problems with tech are over. I have spent the last two weeks visiting customers and the EMS Providers on the west coast trying to get a handle for my q3 and q4 sales forecast. Almost in every case, my customers still have too much component inventory. Really unbelievable after 18 months... But what is really interesting is that much of the inventory is almost past it's "date code". Yes, the stuff does spoil :) What I find amazing is that nowhere in SLR's, FLEX's or anyone else's 10Q's etc.. is there any mention this inventory (spoiling assets on their books) must be chucked out the back door. The question I've been asking everyone is when will SLR come clean? and when they do, it's not going to be pretty. The EMS Providers still have billions in component inventory and it's getting old, fast.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next