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BZW04-58BHE3/54

发帖时间:2021-06-15 03:30:58

J. Keith Dunne, Electronic Manufacturing Products & Services analyst, wrote that, Following the company's pre-announcement we are further reducing our earnings estimates, which were already the lowest on the Street at 7% below consensus, to reflect an accelerating slow down as evidenced by sluggish demand, order push outs and cancellations.

The issue in the supply chain today is with all of our customers in the networking sector. The problem goes much deeper than Cisco,” he said.

Meanwhile, no consternation was apparent among contract manufacturers that are heavily exposed to Cisco and other makers of networking gear. We've seen dynamics in the marketplace in terms of people cutting programs, but there's nothing special from our perspective,” said Andrew Gort, executive vice president of global supply chain management at Celestica Inc., Toronto. There's the normal ordering, cancellations, and expediting-like last quarter.”

BZW04-58BHE3/54

Citing the quiet period” prior to reporting results in mid-April, Gort would not go into specifics of Celestica's inventory position relative to any customer or business segment. But Banc of America Securities LLC estimates 9% of Celestica's 2000 fourth-quarter revenue was from sales to Cisco, while as much as 10% was from sales to EMC.

Inventory write-downs expected

Thomas Weisel's Ross noted that because of weak demand in the networking area, Altera and Xilinx may each be forced to write down as much as six months of inventory, or roughly $500 million to $700 million per company.

BZW04-58BHE3/54

Standard products such as PLDs are easier to stockpile, with the belief the inventory can be burned off elsewhere. But at some point they become obsolete and have to be written down or dumped into the spot market, analysts said. Inventories at Altera and Xilinx swelled to eight and seven months, respectively, in March, Ross said. Memory suppliers that sell to networking and server customers could be sitting on at least four months worth of parts, he added.

Because weak suppliers are not in an OEM's best interest, customers are expected to share a little of the pain,” said analyst Roger Norberg of JP Morgan H&Q, Minneapolis. Now that business has skidded to a halt, supply chain partners will begin an iterative process of everybody trying to find a place to put [the inventory],” he said. People have made the decision to, by midyear, liquidate the channel, however that happens.”

BZW04-58BHE3/54

Some companies have already begun quietly leaking inventory into the spot market. An industry watcher, who asked to not be identified, said there has been considerable availability” of Altera and Xilinx parts in the excess-inventory channel from a variety of OEM and EMS companies.

Cisco bought an estimated $2 billion to $3 billion worth of components in fiscal 2000.

Will Strauss, an Industry Analyst and President of Forward Concepts (Tempe, Ariz.), can be reached via e-mail at .

Milpitas, Calif. – A 24-bit analog-to-digital converter from Linear Technology Corp. offers a 15-Hz output rate at 60-Hz rejection while maintaining 2-ppm integral nonlinearity performance.

The LTC2415 allows direct digitization of inputs in applications like weigh scales, temperature measurements, gas analyzers and strain-gauge transducers. It performs transparent full-scale calibration on every conversion, which provides extreme stability of full-scale readings with respect to time, supply-voltage change and temperature range, the company said.

Its differential nonlinearity guarantees true 24-bit output with no missing codes. The device's output noise is 1.1 microvolt rms.

The A/D has a proprietary no-latency delta-sigma architecture in which its digital filter settles in a single cycle, thereby simplifying multiplexed applications. Single-cycle settling and transparent full-scale calibration are said to simplify system design by reducing software overhead.

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