Companies fear no end in sight for component shortages Electronics giant Sony also announced today that a worldwide shortage in key components will slash its forecasted operating profit for the year by 10 percent. Sony executives said the shortage is worsening, and the company is desperately seeking electronic capacitors, LCDs and flash-memory chips. http://yahoo.cnet.com/news/0-1006-200-2353549.html?pt.yfin.cat_fin.txt.ne
NOK forcasted a lower profit next Q not because of less sales but because of less margin.Some of the cost goes up in NOK because of component shortage.DVD, LAPTOP, Mobile, HDTV - all shares some major and identical components.These 2-3 years are going to be a big party year for component makers like KEM, VSH, TNL, LLTC.KEM will be fine in a few weeks.
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