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Chain Reaction: Suppliers Predict A Tech Stock's Future

机译:连锁反应:供应商预测科技股的未来

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The past few months have brought investors a rogues' gallery of big technology companies falling short of expectations (think Apple, Dell, and Nokia). And yet every time one of the stocks blows up, it seems as if a few plugged-in analysts knew in advance that problems were coming. When I ask these people how they knew, they invariably come back with the same answer: It's the sup-pliers, stupid.
机译:在过去的几个月中,大型科技公司未能达到预期(例如苹果,戴尔和诺基亚)给投资者带来了麻烦。然而,每当一只股票崩溃时,似乎有些插手的分析师就事先知道问题来了。当我问这些人他​​们怎么知道的时候,他们总是会得出相同的答案:这是供应商,愚蠢的。

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