Our boards shipped last week. So I think things will be OK hopefully.
From: Forrest Christian (List Account)
Sent: Friday, February 28, 2020 5:38 PM
To: AnimalFarm Microwave Users Group
Subject: Re: [AFMUG] OT shall we start a pool
Every couple of months a question about "is there anywhere I can get
unpopulated circuit boards manufactured at a reasonable price outside mainland
china?" comes up on a couple of forums/mailing lists I'm on. The answer
always turns out to be no. It's amazing that somewhere else hasn't figured
out how to replicate what China is doing as far as the circuit boards go, even
if it was double the price. For comparison, US suppliers are typically over
20 times the price - a board that is under a dollar each from China can cost
$20 to get made in the USA.
So, like everyone else, our blank circuit boards come from a supplier in China.
Right now, things are backlogged, but it looks like they're close to caught
up. In an abundance of caution, we went ahead and pulled in 6 months worth for
anything we're currently shipping, so they'll be here in the next few weeks and
we don't have to worry so much. We haven't inserted an order for the new Base
3 boards yet, but we expect by the time we do sometime next week that the
backlog will be largely cleared from our preferred supplier in China.
On Fri, Feb 28, 2020 at 5:12 PM Lewis Bergman <lewis.berg...@gmail.com> wrote:
Probably not. It has taken decades for China to build the supply chain they
have. Some countries, like Vietnam, don't have the infrastructure, much less
the slip set to do it
I don't doubt they will start planning to diversify, but doing it is years
away.
On Fri, Feb 28, 2020, 5:49 PM Steve Jones <thatoneguyst...@gmail.com> wrote:
I have a suspicion that very soon, one or two major companies will announce
contracts to move production to another country, like within the next two
weeks. Many other will follow suit, diversity in production is probably going
to decimate the chinese economy.
I expect an unrelated announcement this weekend that will quell the
downward spiral, a short recovery on monday.
Within a week or so the administration will temporarily ease tarriffs on
humanitarian reasons
By the end of march I think even if the kungflu is still present, it will
be less impactful.
Recoveries are outpacing deaths now 2:1, new infections are beginning to
stagnate. we will see a bump as more surveillance comes on board, its loose in
california, and they poop on the streets, so there will be some controlled
outbreaks there, no worse than hepatitis, but the plateau is here, excluding
some major calamity, like an outbreak in mexico (this will have major
geopolitical consequence that will heavily reflect in the markets). its
probably going to do some harm in africa with the locusts, but i dont know that
africa really impacts markets, they still have ebola running around.
By the end of march, the market will be on the rebound, early april it will
pass 30, that will drive an april speculative growth between 33 and 35 that
will correct back down to 29-31 in may.
around this time production will be back to normal, and the reorganized
sourcing will be coming on line and the vaccine will be moving to the next stage
supply chain disruptions will be recovering
china will be starving, but humanitarian aid will give everybody a gleeful
feeling of global unity.
On Fri, Feb 28, 2020 at 5:28 PM <ch...@wbmfg.com> wrote:
I should have moved it, but I will take the roller coaster ride. And it
was up so high too....
From: Matt Hoppes
Sent: Friday, February 28, 2020 3:58 PM
To: AnimalFarm Microwave Users Group
Subject: Re: [AFMUG] OT shall we start a pool
Let it keep going down! I moved everything to Money Market Monday. Once
it bottoms out I’ll stick it back in stocks.
On Feb 28, 2020, at 6:45 PM, Darin Steffl <darin.ste...@mnwifi.com> wrote:
I just wanna know when we hit rock bottom so I can buy as much up as
possible :)
On Fri, Feb 28, 2020, 4:38 PM <ch...@wbmfg.com> wrote:
How long before the stock market recovers. Stats would suggest 4
months.
But if the virus actually becomes a “thing”, like the sky is falling
thing, I am sure that will extend this correction.
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