Doug, your post is very eloquent. However, when it comes silicon chips like those used in today's comms equipment, it simply isn't possible to second source in many, many cases. ASIC's, like I pointed out, are but one example. LIU's, framers, and even the processors used in these systems are but a few examples of the components which simply can't be second sourced. Even if there were equivalent function parts available (not always the case), the chips themselves are NEVER pin compatible, and therefore not amenable to drop in replacement.
This is not to say that second sourced components are NN's problems at all. I don't believe that to be the case. It is simply the management of the supply chain. It sounded like a true ERP issue from the sound of the CC. Since ASND and CSCO don't seem to have these problems (I guess they figured this stuff out already), I regard the problem as solvable. I'm betting the problem gets solved sooner than Alan let us to believe. I made my initial buy of NN today.
Gary
|
