Where are they popping up everywhere?
On Sat, Feb 29, 2020, 11:39 AM Robert Andrews <i...@avantwireless.com
<mailto: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>
> <mailto: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 <mailto: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 <mailto: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
<mailto: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
<mailto: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
<mailto: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
<mailto: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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