Where are they popping up everywhere? On Sat, Feb 29, 2020, 11:39 AM Robert Andrews <i...@avantwireless.com> wrote:
> That's very realistic. Local outbreaks are popping up everywhere now > and it's the tip of the iceberg. > > On 02/29/2020 07:35 AM, Matt Hoppes wrote: > > 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 > > <mailto: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. > >>>> -- > >>>> 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 > >>> > >> > >> -- > >> AF mailing list > >> AF@af.afmug.com <mailto: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 >
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