In a message dated 05/09/2000 11:29:58 AM Central Daylight Time,
[log in to unmask] writes:
<< Hi T-nettites,
We (technet club) have recently discussed worldwide shortages of parts
and associated long lead times; I am wondering if any agency or
organization is keeping track or maintains a living list of those parts
that could jeopardize build schedules, or are we all on our own?
Thanks
Ralph Vaughan
Arris Interactive
Atlanta >>
Hi Ralph!
I haven't found one place yet...I guess one learns about shortages by being
in the purchasing "trenches" trenches and finding out by the things you learn
from the vendors. There's a good web site at: http://www.ebnews.com that has
news and articles that stays current with the market. Below is a paste from
an article about how Solectron is going to have it's revenue lowered by $300
million dollars for the third quarter due to component shortages. You know if
somebody as big as Solectron is getting pinched because of shortages, us
smaller fish will get hurt real bad. According to the article things aren't
going to get better until the end of the year or the first half of
2001...doesn't look good.
-Steve Gregory-
Solectron Corp., the world's No. 1 contract electronics manufacturer, said
continued shortages of certain electronic components will likely whittle down
its fiscal 2000 third-quarter revenue by as much as $300 million and also cut
into its net income.
The Milpitas, Calif., company's announcement on Friday that it is
experiencing "supply disruptions resulting from certain component shortages
and changes in product configuration requirements by certain OEM customers"
surprised analysts and investors. The company's shares fell more than 17% in
afterhours trading, to $38 from $45.94.
Solectron said its sales for the three months ending May 26 will be in the
range of $3.4 billion to $3.5 billion, while earnings per share will be
approximately 20 cents to 22 cents. The company had previously indicated in
March that revenue during the period would be as high as $3.6 billion.
The growing demand for electronic components that go into telecom and datacom
equipment has proved a boon for suppliers such as AVX Corp. and Vishay
Intertechnology Inc., but has been a nightmare for CEMs and their OEM clients
who have been scrambling to source components. Analysts estimate that as much
as $1 billion in lost sales have been recorded by OEMs as a result of the
shortages.
"Although [Solectron's] management has known about component shortages for
three quarters now, we believe that component shortages have become even more
widespread, extending beyond capacitors and flash memory to other commodity
products like inductors, bare printed-circuit boards, and linear and analog
semiconductors," said Thomas Hopkins, an analyst with Bear, Stearns & Co.
Inc.
Analysts said the shortages are expected to stretch well into the first half
of 2001 because component suppliers were initially hesitant to add
manufacturing capacity. Current capacity additions are not expected to
greatly affect the market until late this year or early 2001, they said.
##############################################################
TechNet Mail List provided as a free service by IPC using LISTSERV 1.8c
##############################################################
To subscribe/unsubscribe, send a message to [log in to unmask] with following text in
the body:
To subscribe: SUBSCRIBE TECHNET <your full name>
To unsubscribe: SIGNOFF TECHNET
##############################################################
Please visit IPC web site (http://www.ipc.org/html/forum.htm) for additional
information.
If you need assistance - contact Keach Sasamori at [log in to unmask] or
847-509-9700 ext.5315
##############################################################
|
