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RE: End of an era: Dell may dump its factories
I was thinking that even for the contract guys that's a lot of capacity to swallow at once, but you may be right. From the Flextronics earnings call transcript:

Michael McNamara

Oh, Suzhou. $300 million, I don?t want to comment on, but for sure, we?re seeing significant demand on the notebook side, and we are going to have to significantly increase our capacity available to build notebook computers.

Once again, that?s a good example of how success actually breeds higher cost in the interim. What we?re trying to do is to build a growth plan, invest in the future, and absorb those investments in the future, yet continually increase our return on capital and increase our margins.

That?s what we?re doing; that?s where we are headed, and that?s what we?ll continue to see into the December and the March quarter. But this is a good example of what success gets you. All of a sudden you book a lot of business and you have to go get the plants ready to go absorb it.

Source: http://seekingalpha.com/article/87297-flextronics-international-ltd-f1q09-qtr-end-07-24-08-earnings-call-transcript?source=yahoo&page=-1

Looking at the field Sanmina, Celestica and Jabil Flextronics would probably be a favorite here
Posted by: Larry Dignan   Posted on: 09/05/08 You are currently: a Guest | Members login | Terms of Use
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Rubbed up the wrong way?  johnfenjackson@... | 09/05/08
RE: End of an era: Dell may dump its factories  Larry Dignan ZDNet Moderator | 09/05/08
Fear not  johnfenjackson@... | 09/05/08
I hear you Jabil HQ in flo - rida !!!!  FedoraCore6User | 09/05/08
When you lose a hand on quality control...  bjbrock | 09/05/08
Just following the same path as ....  ShadeTree | 09/05/08
Fear not  johnfenjackson@... | 09/05/08
RE: End of an era: Dell may dump its factories  CattleProd | 09/05/08
Hmmm  FedoraCore6User | 09/05/08
RE: End of an era: Dell may dump its factories  Loverock Davidson | 09/05/08
Naive  Anton Philidor | 09/05/08
DELL can and will walk away with no penalties  terry flores | 09/05/08
And this bothers you why?  B.O.F.H. | 09/05/08
Correct, however...  phatkat | 09/05/08
Sure they can  frabjous | 09/06/08
That doesn't matter  914four | 09/08/08
Distinguishing a product  Anton Philidor | 09/05/08
No sale  johnfenjackson@... | 09/05/08
Demand-driven market  Anton Philidor | 09/05/08
excellent  conobs | 09/05/08
Anton, you got it  theo_durcan | 09/05/08
agree  conobs | 09/05/08
RE: End of an era: Dell may dump its factories  BobWarfield | 09/05/08
Good sign  johnfenjackson@... | 09/05/08
Sad but inevitable...  dunn@... | 09/05/08
RE: End of an era: Dell may dump its factories  drobison@... | 09/05/08
Good riddance Dell  rosanlo | 09/05/08
RE: End of an era: Dell may dump its factories  ceh4702 | 09/05/08
I suggest we try to save the planet...  theo_durcan | 09/07/08
RE: End of an era: Dell may dump its factories  FedoraCore6User | 09/05/08
RE: End of an era: Dell may dump its factories  FedoraCore6User | 09/05/08
To My fellow Americans...  Smart_Neuron | 09/05/08
RE: End of an era: Dell may dump its factories  lherrin@... | 09/05/08
Dell actually has any quality?  clasys@... | 09/17/08
More...  clasys@... | 09/17/08
RE: End of an era: Dell may dump its factories - What abour Alienware?  Pyrotech_z | 09/05/08
Alienware  TrackStar1682 | 09/05/08
sad but true  conobs | 09/05/08
What?  ksarkies@... | 09/06/08
RE: End of an era: Dell may dump its factories  Aixenpro | 09/06/08
Yep  ksarkies@... | 09/06/08
sell assets and return money to stockholders  rogerv | 09/06/08
Another nail in the coffin of America's economy  croberts | 09/07/08
RE: End of an era: Dell may dump its factories  dfarrich@... | 09/08/08
Bad for everyone, even stock holders...  Narg | 09/08/08
RE: End of an era: Dell may dump its factories  mktgurl | 09/10/08

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