“These changes will remove the supply constraints, that will more than offset the consumer impact.”
Yan Kefeng
“We're hitting up against supply constraints certainly this year. We're supplying all we can supply.”
Peter Weeks
“Our supply constraints also resulted in the company's inability to replenish the channel towards the end of the quarter. Compared to the end of 2004, we ended the year with significantly fewer weeks of inventory in the channel in the U.S.”
Patrick Lo
“Call it supply constraints or whatever, we have a natural gas market that is tight. We're meeting demand but at significantly higher prices.”
Chris McGill
“We expect inventories to continue declining over the coming weeks as supply-side constraints extend into April.”
Jacques Rousseau
“It's not clear what the constraint on supply is.”
Rick Sherlund
“The fact is that housing demand has not slowed meaningfully, nor have supply constraints been noticeably undermined, and the large, public builders are set to post significantly higher price growth, margins and earnings than the Street currently expects,”
Stephen Kim
