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To: etchmeister who wrote (27990)4/22/2005 6:37:09 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 60323
 
RE: "So what is the rootcause for supply constraint?"

The manufacturing yield and gross margin is based on what has been placed in inventory during the quarter. OK, more than expected got to inventory, but it got there late in the quarter, too late to be shipped as revenue. Hence supply was constrained in the quarter.