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To: pater tenebrarum who wrote (114641)7/26/2001 6:27:35 PM
From: ild  Read Replies (2) | Respond to of 436258
 
Another reason of prolonged inventory correction is that contract manufacturers and semi cos are on long term contracts. And because of last year pseudo shortage OEM asked contract manufacturers to carry MORE parts inventory and strike LONGER supply contracts. I think it's the reason that,say, LLTC was able to still have good revenue. Only now they backlog has started shrinking.
On the subject:
Outsourcing mucks up IT supply chain
theregister.co.uk



To: pater tenebrarum who wrote (114641)7/26/2001 6:38:14 PM
From: Oblomov  Read Replies (2) | Respond to of 436258
 
here's one business that will benefit during the aftermath of the credit bubble:

shreddingsource.com


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