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Non-Tech : Kirk's Market Thoughts
COHR 192.84+3.8%Dec 9 3:59 PM EST

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To: Kirk © who wrote (9108)4/11/2020 12:29:33 AM
From: robert b furman  Read Replies (1) of 26745
 
The exodus of the semi supply chain out of China is being accelerated.

Are they mad at the virus coming from China with no responsibility to owning it SURE.

Do they want to be recipients of the hatred/disgust and or penalties aimed at them because they make things in China.

Hell no! and they are not walking out of China - THEY ARE RUNNING!

Don't listen to what they say, watch what they are doing!
Made in China is a warning label.

Made in Asia is the quickest move - lots of talent existing out there.

Made in Mexico a longer lag time, but a bigger threat to all of Asia.

BOUT TIME!

Bob
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