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

To: robert b furman who wrote (12211)	10/20/2021 10:32:52 PM
From: longz	Respond to of 26800

Beet juice...only when we have dry roads

To: robert b furman who wrote (12211)	10/25/2021 4:14:36 PM
From: Kirk ©	1 Recommendation Recommended By robert b furman Read Replies (1) \| Respond to of 26800

Channeling Brando in my favorite movie with a twist.... "The Stupidity" (But Horror works too!) The expression "Once the camel gets its nose under the tent" came from somewhere... beware of the #WealthTax https://t.co/hRI6WeODS8 — Kirk Lindstrom (@KirkLindstrom) October 25, 2021

To: robert b furman who wrote (12211)	11/8/2021 11:17:36 AM
From: Kirk ©	1 Recommendation Recommended By berniel Respond to of 26800

I still have a few shares of HPE from my HP days... but it is one of my smallest positions. There is a nice looking iH&S for HPE.... Server component shortage to last till mid-2022 Aaron Lee, Taipei; Willis Ke, DIGITIMES Monday 8 November 20210 Shortage of components for server production will persist through mid-2022 amid strong market demand for servers, and it remains to be seen whether the sector can reach a supply/demand balance in the second half of next year, according to supply chain sources. Server makers, especially those without support of major cloud service providers, started to feel the pinch of components crunch earlier in 2021, but the crunch has become a common issue facing the entire server supply chain in the second half of the year due to electronics devices entering a peak season and automakers joining the race for ICs and components, the sources said. To solve the components shortage, brand server vendor HPE has moved to shorten the supply chain by setting up a strategic procurement division in Taiwan that is empowered to make direct decisions on purchases from Taiwanese suppliers. According to CC Hsu, vice president of the division, the supply crunch of components for serve production will not end in the short term, and is not expected to improve before new chip foundry capacity is available in the second half of 2022. Hsu continued that the ongoing wave of strong demand for servers will last through the first half of 2022, but the prospect for the second half is still unclear. Hsu also noted that component shortage, container crunch and extended shipping time will push up server costs, and whether clients are willing to absorb part of the increased costs will affect the market equilibrium for the server sector. He stressed HPE will not immediately raise its quotes to reflect cost increases, but it will properly hike prices for new orders. Server ODMs including Quanta Computer, Inventec, MiTAC Computing Technology and Wiwynn also share the view that component shortage cannot be eased by the end of 2021 and will persist well into the first half of next year. Wiwynn president and CEO Emily Hong pointed out that as small ICs remain in severe shortage, it's a "mission impossible" to ease the undersupply by early 2022. She said Wiwynn is moving to change product designs to mitigate the impact of IC insufficiency, with the move gaining support from all clients. According to Digitimes Research, active small ICs including power management ICs, logic ICs, MOSFETs and diodes see worst shortages, with the gap reaching over 10%, while controller ICs for storage and networking devices as well as ABF substrates needed to process server CPUs are also in tight supply. digitimes.com Credit: DIGITIMES