3mn Cell's already stockpiled and with this hick-up only ~2mn(can we even trust this now?) to be used up for all 2006.
That's an amazing financial meltdown on the semiconductor side. Are the fabs going to be pumping out Cells with 3mn already in inventory? Idle fabs are not a good thing to have, an over flowing inventory is also very bad news.
I still can't believe that they've suddenly "run" into this diode shortage. We've had warnings since last year! Sounds like a cover-up for their own misgivings in my opinion. The whole thing stinks. Shocking failure to execute. Inefficient management.
When they announced a November launch back in March surely they would have gone around procuring diodes with immediate effect. Maybe they were waiting for diode yields (Nichia@30%) to improve?
Nothing makes sense. A company renowned in this business for its usually brilliant execution with a PR department that had an unrivalled ability to smooth over any cracks in the strategy is fumbling around like a new entrant to the market learning the ropes the hard way.
What the hell has happened at SCEI?
That's an amazing financial meltdown on the semiconductor side. Are the fabs going to be pumping out Cells with 3mn already in inventory? Idle fabs are not a good thing to have, an over flowing inventory is also very bad news.
I still can't believe that they've suddenly "run" into this diode shortage. We've had warnings since last year! Sounds like a cover-up for their own misgivings in my opinion. The whole thing stinks. Shocking failure to execute. Inefficient management.
When they announced a November launch back in March surely they would have gone around procuring diodes with immediate effect. Maybe they were waiting for diode yields (Nichia@30%) to improve?
Nothing makes sense. A company renowned in this business for its usually brilliant execution with a PR department that had an unrivalled ability to smooth over any cracks in the strategy is fumbling around like a new entrant to the market learning the ropes the hard way.
What the hell has happened at SCEI?