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Dave Sasson
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Supply Network Guru
Re: Stress forecast and optimizations
Dave Sasson   2/3/2011 6:22:42 AM
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Fair enough.  Demand exceeding supply in this industry is welcome news.   Also, I don’t believe the higher than expected demand had an impact on higher consumer pricing.

mfbertozzi
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Supply Network Guru
Re: Stress forecast and optimizations
mfbertozzi   2/3/2011 3:00:21 AM
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Dave, honestly I believe a mix: consumers' demand (for residential and business needs) was larger than expected and it was (is still) finalized in buying laptop/netbook instead of other devices that have still to gain rank in the market; for those reason forecast done from vendors maybe required tuning in fitting better consumers' behaviour that is seems changing randomly...or strong impacted by massive daily marketing actions in lauching products.

Few years ago there is not that flooding, isn't it?

Dave Sasson
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Supply Network Guru
Re: Stress forecast and optimizations
Dave Sasson   2/2/2011 5:42:03 PM
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Hmmm….shortages...   Do you think this is good news and there is a larger than expected consumer demand for these products or bad news due to simply unreliable forecasting and planning?  Or both?

mfbertozzi
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Supply Network Guru
Stress forecast and optimizations
mfbertozzi   2/2/2011 4:36:58 PM
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Taking a look at manufacturing and focusing on lap/netbook, empirical forecast till 2Q-2011, it seems the trend 4Q'10-1Q'11 fits very well western attitude to concentrate at the end of the year remaining budget for technological park renewal and gifts for seasonal fests. Is there something to adjust inside stocks' provisional model adopted by vendors or stress picture could happen once again at the beginning of 2012?





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