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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (37229)	9/11/2000 4:54:41 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Solectron, world's biggest contract manufacturer had a blowout quarter, at least as far as revenues go, up 75% over the year ago quarter. They are now at a 20 billion a year run rate! Mentioned supply constraints, the reason I posted it here. Oh, they beat the earnings forecast by a penny. The company said supplies of certain commodities eased modestly in the fourth quarter, although demand for several component types continued to outstrip supply. The company said its intensive effort to mitigate supply-base issues contributed to a more reliable supply of components in the fourth quarter. "We continue to operate in a supply-constrained environment. While some commodities have become more available, others continue to be in short supply," Nishimura said. "We expect the industry to experience some degree of supply-demand imbalance into the second half of calendar 2001." siliconinvestor.com Tony