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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