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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (3329)	4/13/2001 5:56:58 PM
From: rich evans	Read Replies (1) \| Respond to of 23153

Check out FLEX and SANM , too of the best along with JBL. It is interesting that last summmer and fall , their was a huge component shortage which limited delivery, and growth. This was in several components such as ASICs, magnetics, tantalum capacitors, drams,high layer PCBs(lead times 8 months ormore) etc. The foundries were full up. So everyone overordered and double ordered. So it will be interesting to know what components were involved in the JBL story. And I don't think it means much as to end use demand which is the key to all tech companies rebounding as well as their stocks and not this inventory glut which is dissipating.Comp USA will give you a fee printer (LexmarkZ22) if you buy a $20 turbotax. ( Obsolesence I guess) Rich