All PCBs are delivered by FedEx.
From: Matt Hoppes
Sent: Saturday, February 29, 2020 8:35 AM
To: AnimalFarm Microwave Users Group
Subject: Re: [AFMUG] OT shall we start a pool
It’s about a 20 day boat trip. And even if it comes by air it will sit at the
distributor for a bit. Then a few days in transit to you.
We will probably quarantine Chinese stock for a week or two just to be safe.
I’m more worried about the local out breaks and stock shortages than
contamination of stock.
On Feb 29, 2020, at 10:28 AM, Robert <i...@avantwireless.com> wrote:
Covid-19 is active for 9 days on cardboard and plastic. Hopefully it
arrives more slowly than that.
On 2/29/20 7:21 AM, ch...@wbmfg.com wrote:
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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