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.
--
AF mailing list
AF@af.afmug.com
http://af.afmug.com/mailman/listinfo/af_af.afmug.com
--
AF mailing list
AF@af.afmug.com
http://af.afmug.com/mailman/listinfo/af_af.afmug.com
------------------------------------------------------------------------
--
AF mailing list
AF@af.afmug.com
http://af.afmug.com/mailman/listinfo/af_af.afmug.com
--
AF mailing list
AF@af.afmug.com
http://af.afmug.com/mailman/listinfo/af_af.afmug.com
--
AF mailing list
AF@af.afmug.com
http://af.afmug.com/mailman/listinfo/af_af.afmug.com
--
AF mailing list
AF@af.afmug.com
http://af.afmug.com/mailman/listinfo/af_af.afmug.com
--
- Forrest
------------------------------------------------------------------------
--
AF mailing list
AF@af.afmug.com
http://af.afmug.com/mailman/listinfo/af_af.afmug.com
