Quote:
Originally Posted by Stingray
I don't think Z51 constraints will significantly lessen or be fully lifted by end of Jan. Given the upcoming Dec. holiday downtime at BG, the constraints won't disappear swiftly. Maybe by end of Q1 2014 perhaps...who knows. It really depends on the supplier/vendor of the constrained components. If they can ramp up more & more then that'll help. So we'll see...
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Well anyone with more information isn't talking. However, the holiday downtime should actually give the vendors a chance to catch up, plus the winter months are usually slower selling months, plus demand for the Z51 vs base should start normalizing as some will decide not to wait and deals will get better on base models quicker, plus as time goes on some will decide to just wait for the 2015 and some will decide to wait for the Z06 that will be revealed in January. So, we will see....