Here's a nice little bomb... I just heard August 1st.
w0w
-ryan
From: Nick Griffin [mailto:nick.jon.griffin_at_gmail.com]
Sent: Thursday, March 18, 2010 2:54 PM
To: L Pham
Cc: Charles.Henson_at_regions.com; ccielab_at_groupstudy.com; federico G. Perez;
nobody_at_groupstudy.com; Ryan West
Subject: Re: ASAs stopped production??
From my Channel SE:
Hi Nick,
I have not heard anything about legal issues, but I'll do some research to
find out if there's some new bit of information that I just haven't heard yet.
From everything that's been messaged to us, it appears that the reason for the
ASA delays are a shortage of connectors from our suppliers. Here's an
explanation of what's happening (not sure if you've seen this before):
In any rapidly shifting supply/demand environment such as the one we are
currently experiencing, shifts in lead times, inventory levels and
manufacturing outputs will occur. We have experienced longer lead times on
several of our products. This was the result of increasing demand driven by
the improvement in Cisco's overall markets. While we may continue to
experience longer than normal lead times, our lead times are improving, and we
expect them to continue to improve through the Cisco's Q3 & Q4.
We remain confident in our suppliers' ability to replenish and re-build their
inventory levels to meet customer demand moving forward, and continue to work
closely with our suppliers to ensure our extended value chain operates
effectively in order to meet customer demands and requirements.
I've seen quite a bit of messaging of this issue internally as it pertains to
a number of product areas, so I know that this is something Cisco is taking
very seriously as it is impacting all of our customers and you, our partners.
While I can't directly affect the overall situation, if there's anything I can
do to help you out, please let me know.
Blogs and organic groups at http://www.ccie.net
Received on Fri Mar 19 2010 - 13:59:32 ART
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