Reversal of Fortune: Really?

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Supply Network Guru
Re: accurate
pocharle   12/31/2012 8:03:38 PM

What drives the optimistic predictions?

Barbara Jorgensen
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Barbara Jorgensen   12/20/2012 9:17:23 AM

The supply chain has limited ability to cut prices without the supplier's OK. If end-product prices are cut, as IHS suggests, end products will move (I would love an ultrabook!) But it will take awhile before inventory catches up. Another point IHS makes: Windows 8. I've been through a lot of OS upgrades and have yet to see one spur hardware sales. In fact, I know people who are buying last year's products to avoid Windows 8.

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Supply Network Guru
Re: More stock and lower price
Hospice_Houngbo   12/19/2012 7:04:41 PM


Even if prices are reduced, it doesn't mean that demands will follow. Consumers are still cautious about spending as the economic situations are not improving.

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Supply Network Guru
Re: accurate
Ariella   12/19/2012 8:56:34 AM

@flyingscot, yes, as Barbara noted, even the optimistic prediction that demand will catch up to excess inventory does not exactly constitute real growth.

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Stock Keeper
Re: accurate
hash.era   12/19/2012 5:25:24 AM

Well that is because the attitudes or the belives that we have on certain company behaviours are negative. I think its not done purposely but it happens. So if we can get it right then most of these issues will turn green.

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Supply Network Guru
FLYINGSCOT   12/19/2012 4:43:33 AM

Your article reflects what our business is seeing but it does vary quite a lot depending upon the end market segment.   Overall the outlook is still cloudy.

User Rank
Supply Network Guru
More stock and lower price
_hm   12/18/2012 8:13:16 PM

Let there be more stock and reduced price for parts. This will help bringdown cost of end products.


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