"suggested the advance of AV/UC leads them to be IT-like, hence the move into AV/UC" By this I mean the products become more complex and IT-like, so it makes it a natural market to move into.
"stated that the gut feel was that backlogs vary between suppliers, but they're 3-6months" I mean to say that backlogs will be resolved (or start to resolve) in 3-6months. Time taken to get supply varies by vendor.
DDR Price at posting:
$9.37 Sentiment: Hold Disclosure: Held
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