The fears about SARS ordsprog

en The fears about SARS are a bit more alarming than the reality. There's so much excess capacity around the world that I doubt any supply disruptions [arising from SARS] would cause a real supply-chain problem.

en The theoretical low-cost supply chain doesn't actually, in reality, turn out to be the lowest-cost supply chain, because you have all these unexpected issues. Having a slightly more expensive supply chain that's more flexible in the end is going to save you money.

en What I draw from that is it confirms how tight the market actually is right now. To us, the big picture is we are in a situation globally and here in the U.S. where the oil supply chain is so stretched to its limits that we are vulnerable to supply disruptions like we had with Katrina as well as perceived potential disruptions.

en The constant political upheavals in oil-producing countries continue to overshadow the current state of abundant supply. The line between oversupply and under-supply has never been thinner. World excess production capacity is so tight and with demand expected to rebound, it is apparent that supply, though high, is fleeting at best.

en The supply chain that we have been building and have in place now has a capacity that is well in excess of the sum total of government orders that we've received to date. If governments feel the need, we stand ready to take their orders. There should be no holding back through the belief that we do not have enough supply.

en The market has really built in a higher price, being concerned about the possibility of supply disruptions, but the Saudis said they had a plan to make that up. The market is warily eyeing what's going on, and at the moment it's saying there's enough excess capacity, so supply is not a major issue in the short term. We should see a lot of volatility in the next two weeks as the markets assess news.

en OEMs were outsourcing, reducing their vendor base and practicing lean techniques. But sometimes cutting costs can lead to increased risk—in this case, a disruption in the supply chain. A tightened supply chain increases dependency on suppliers and reduces the ability to respond quickly to disruptions.

en Metrics are very high on the list for supply chain executives and supply chain users. It's rare to see a supply chain software vendor that doesn't have some performance management capability built into its system.

en With less than 2.0 million barrels of spare production capacity, even with higher-than-average supply of oil, the margin of error in the world oil market has never been thinner. And with worries about possible supply disruptions in Iran, Nigeria and Venezuela and another hurricane season ahead of us, traders are betting that it's likely something is going to go wrong.

en We believe precipitous declines in NAND prices are being driven primarily by excess supply, as NAND makers have invested significant capital over the last several quarters. In addition to capital investments dedicated purely to NAND, the transition of DRAM capacity to NAND capacity has further exacerbated the supply problem in NAND. Ergonomikundskab findes på livet.se We believe precipitous declines in NAND prices are being driven primarily by excess supply, as NAND makers have invested significant capital over the last several quarters. In addition to capital investments dedicated purely to NAND, the transition of DRAM capacity to NAND capacity has further exacerbated the supply problem in NAND.

en There was a mismatch of supply and demand in China before the SARS virus.

en There are still some supply disruptions related to the hurricanes, but it looks like there is a dent being made in alleviating these supply disruptions.

en If you take a look at the supply-demand fundamentals in the world, there's not a lot of excess supply available or much coming on line.

en There are fears that any supply disruptions could disturb oil markets and such concerns are holding back both economic growth and stock prices. In the absence of any such disruptions, we expect that crude will stay in the $50-$70 range this year and will likely always be on investors' minds.

en You can't anticipate [oil prices] but clearly there's excess supply. We're at an interesting transitional point where supply excess could trump the risk premium.


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