There were particularly severe issues for companies making disk drives and optical networking components, but the impact was widespread.
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As with any bare-bones kit, you'll need to install your own memory, storage, wireless networking components and operating system.
Shares of the optical networking components maker Finisar are trading higher in late trading after the company posted better-than-expected profits for its fiscal first quarter ended July 31.
That's about the point wireless networking components have reached.
Shares of optical networking components company JDSU, which had rallied after hours on stronger-than-expected results for its fiscal second quarter ended December 31, have reversed course this morning and now trade in the red.
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As I noted in a post yesterday, the optical networking components companies were hit hard on Tuesday on a wave of concern about how the industry will be affected by damage to key contract manufacturer Fabrinet from the recent severe flooding in Thailand.
Many PC notebooks already have wireless networking built-in, using components that cost only a few bucks.
The distribution segment, which produced 93% of first-quarter revenues, is a wholesaler of IT products across several categories, including IT systems, peripherals, system components, software and networking equipment.
However, the company, which uses a laser deposition process to make nanomaterials for use in components to be sold to networking equipment players, faces a tough battle.
Top candidates include its memory chip business, its Itanium server chips and several smaller businesses based around other categories of computer components for functions like storage and networking.
The bottom line is that while you might not ever have heard of Fabrinet, the company plays a key role in the optical networking sector, as a sole source provider of many components.
Inside, however, hundreds of employees in blue overcoats tend banks of squat pick and place machines that are punching as many as 8, 000 electronic components into a circuit board that will soon become part of a new networking product.
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