The (Inventory) End Is Near

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FLYINGSCOT
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Book to bill
FLYINGSCOT   1/27/2012 10:40:48 AM
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Was Avnet's book to bill much above 1?  I see a few companies out there with fairly low book to bills.

Barbara Jorgensen
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Re: Book to bill
Barbara Jorgensen   1/27/2012 10:51:48 AM
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Hi FlyingScot--in all regions except Europe, Avnet's btb is at one or approaching 1.00:1.00. Some additional details: although Avnet counts China and Taiwan in its "Asia" region, which revenue-wise was down for the quarter, executives said Taiwan was extremely active in the December quarter. It outperformed China.

Nemos
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Re: Book to bill
Nemos   1/27/2012 4:34:12 PM
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"in all regions except Europe" and how about Europe?  The situation is going better or worse there? 


nimantha.d
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Re: Book to bill
nimantha.d   1/27/2012 10:45:42 PM
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Nemos: I think Europe is getting better right now. They were struggling from the recession very badly and still not stable but recovering at a good rate.

TaimoorZ
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Increase in demand
TaimoorZ   1/28/2012 6:36:35 PM
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"Avnet reported that an uptick in demand at the end of December is holding strong so far through January."

@Barbara: What do you think was causing this up-tick in demand in December? Was it the impact of the holiday season indirectly which may have pushed the demand for electronics up? Or was it some other factor?

TIOLUWA
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Re: Increase in demand
TIOLUWA   1/30/2012 8:26:08 AM
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Well i wouldn't say the holiday season caused the up-tick since it started towards the end of the holiday season. But if it turns out that the holiday season contributed to it, then discussion on this forum last year about the possible drop in demand during the holiday season turned out a bit wrong.

People predicted that demand will be low last holiday season due to the recession, but this up-tick could just the saying the direct opposite.

Barbara Jorgensen
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Re: Book to bill
Barbara Jorgensen   1/30/2012 9:12:56 AM
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@Nemos: Although execs stopped short of saying that, my impression was Europe has made little headway and is expected to lag for the next few quarters

Barbara Jorgensen
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Re: Increase in demand
Barbara Jorgensen   1/30/2012 9:19:24 AM
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@Taimoor: The uptick at the end of the year was more attributable to the inventory correction of the last few quarters. Even though it appears there is still ample inventory in the channel, the mix of products--semicndcutors, capcitors, connectors, etc.--is constantly being updated and changed. So it is likely we are seeing a replenishment. It's also possible the Chinese New Year had some impact: we usually see an uptick from the Christmas holiday in Q3; so an uptick in Q4 is unusual.

Barbara Jorgensen
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Re: Increase in demand
Barbara Jorgensen   1/30/2012 9:20:55 AM
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@Tuilowa: Nothing about 2011 was usual, so the uptick in December was unexpected. So far, the term "normal" seasonality hasn't applied--although the uptick was certianly welcome!

TIOLUWA
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Re: Increase in demand
TIOLUWA   1/30/2012 10:51:02 AM
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@Barbara, well I guess we are in very interesting and slightly unpredictable times. Let's just hope then that the uptick remains



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