Avnet Inc V.AVT

Primary Symbol: AVT

Technology Communication Equipment

Avnet, Inc. is a global electronic component technology distributor and solutions provider. It markets, sells, and distributes electronic components from electronic component manufacturers, including semiconductors, interconnect, passive and electromechanical components, and other integrated and embedded components. Its primary operating groups include Electronic Components (EC) and Farnell. EC serves a variety of markets ranging from industrial to automotive to defense and aerospace. EC offers an array of customer support options throughout the entire product lifecycle, including turnkey and customized design, supply chain, programming, logistics and post-sales services. The Farnell operating group primarily supports lower-volume customers and distributes a portfolio of kits, tools, electronic components, industrial automation components, and test and measurement products to both engineers and entrepreneurs, through an e-commerce channel. It also distributes new product introductions.

NDAQ:AVT - Post by User

Avnet Inc

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Comment by jphon Feb 11, 2011 11:39am

309 Views

Post# 18116683

RE: RE: RE: GMO Update

That supply info does give one pause. We are just hovering over the point where AVT becomes economic so the future really does depend on Moly being held up in price.
Here is why I think Moly is safe...
The energy picture is changing - the gas and oil is coming from different types of formations that will all require new pipelines and LNG ships etc. These all use Moly in great quantities.
Moly is very prevalent in the new breed of electric cars
Moly is used in Solar panels
All these areas are growing - plus the infrastructure needs of China and India will soak up much of the existing supply.
That all said - if it does drop to $10 - then we are in the wrong stocks.

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