@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.
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.
"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?
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.
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