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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (9108)	4/10/2020 2:40:28 PM
From: Sun Tzu	Respond to of 26764

I've been saying it for a while, the disruption wave will have to pass through the end-to-end supply chain before production capacity can return to normal.

To: Kirk © who wrote (9108)	4/11/2020 12:29:33 AM
From: robert b furman	Read Replies (1) \| Respond to of 26764

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