pull-ins

Margin focus across the PC market were lower financing and inventory-carrying costs encouraged increased use of ocean freight, leading to pull-ins of built schedules versus historical seasonal patterns.

unknown title 2011

I meant there were little or no cancellations, little pushouts and little pull-ins.

unknown title 2011

So to me, that's a good sign that we are bouncing along the bottom because while we still have some push-outs and reschedules, we also have some pull-ins.

unknown title 2012

We don't see many cancellations, pull-ins, nor pushouts.

unknown title 2011

And these were significant pull-ins, whereby, customers hit us with orders that we didn't expect to come, and we're able to ramp up and satisfy the demand from those customers in a very, very significant and effective fashion.

unknown title 2011

We believe that this unexpected uptick in demand in the third quarter was driven in large part by pull-ins from certain customers that did not necessarily represent true levels of end demand, and thus will not repeat in the fourth quarter.

unknown title 2011

Inventory at customers, we -- throughout the December quarter, we definitely had an increase of pull-ins by customers, meaning numbers of customers here asking us to pull things in, which is a good sign that they have leaned up their inventory and they need things.

unknown title 2012

And so whatever comes our way here, whether that be floods or whether that be pull-ins of demand, we're going to react very rapidly to those events and we're going to drive them.

unknown title 2011

Adam, when you look at the guidance for fourth quarter here, I know you've had some pull-ins, but third quarter doesn't seem to be any better in seasonality.

unknown title 2011

Clearly our first quarter is affected by the very significant order pull-ins that occurred in the last quarter.

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