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Silicom Ltd. Message Board

fish.andchips 1 post  |  Last Activity: Apr 13, 2016 8:48 AM Member since: Jul 24, 2009
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    Word out?

    by johnberchick Apr 12, 2016 2:05 PM
    fish.andchips fish.andchips Apr 13, 2016 8:48 AM Flag

    Part of the business with some of their customers is on consignment, so they don't get the numbers from the partners until the partners do an inventory to see what they pulled. The partners will get them an estimate on what they think they are going to use sometime in Q4 and the actual numbers in early January. Consignment is great for suppliers as the OEM is committed to you, but you are not getting the PO until after the product has been consumed. It's the same issue every quarter.

    F&C

    Sentiment: Strong Buy

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