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Topic: Coronavirus discussion and Quarantine ideas

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FearlessF

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10752 on: November 18, 2020, 03:15:09 PM »
should have kicked him in the nutz
"Courage; Generosity; Fairness; Honor; In these are the true awards of manly sport."

847badgerfan

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10753 on: November 18, 2020, 03:16:33 PM »
should have kicked him in the nutz
She's pregnant.
U RAH RAH! WIS CON SIN!

GopherRock

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10754 on: November 18, 2020, 03:21:08 PM »
Both raw positives and % positive are down a bit today (5100 and 13.6%, respectively), but the lagging surge in deaths is starting to show up.

utee94

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10755 on: November 18, 2020, 05:44:34 PM »
I suppose this tidbit belongs here:

Just an FYI, but my Chinese suppliers have recently decommitted on something like a million units over the next 6 months, for stated reasons that don't add up and make zero business sense.

I have my own theories on exactly why they're unable to supply their previously committed quantities, why their factories are unable to produce the agreed-upon units.  But it's only speculation of course, because officially the CCP is still reporting, what, 4K or 5K deaths since March... in a country with a population of 1.5 billion.

Anyway, long story short-- expect extreme scarcity in computers and all consumer electronics goods over the next 12 months, with prices skyrocketing as supply falls significantly short of demand.

Merry Christmas!

MrNubbz

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10756 on: November 18, 2020, 05:48:46 PM »
I suppose this tidbit belongs here:

Just an FYI, but my Chinese suppliers have recently decommitted on something like a million units over the next 6 months, for stated reasons that don't add up and make zero business sense.

I have my own theories on exactly why they're unable to supply their previously committed quantities, why their factories are unable to produce the agreed-upon units.  But it's only speculation of course, because officially the CCP is still reporting, what, 4K or 5K deaths since March... in a country with a population of 1.5 billion.

Anyway, long story short-- expect extreme scarcity in computers and all consumer electronics goods over the next 12 months, with prices skyrocketing as supply falls significantly short of demand.

Merry Christmas!
so should I purchase a lap top on Black friday?
Suburbia:Where they tear out the trees & then name streets after them.

utee94

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10757 on: November 18, 2020, 05:50:46 PM »
so should I purchase a lap top on Black friday?
If you need a new one, and want it within the next year, then... yeah.

We're running some pretty good deals, last year I bought my daughter one of our mid-level 2-in-1 touch 17" laptops for $650.  I suspect we'll run similar promos this year.


MrNubbz

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10758 on: November 18, 2020, 05:53:03 PM »
If you need a new one, and want it within the next year, then... yeah.

We're running some pretty good deals, last year I bought my daughter one of our mid-level 2-in-1 touch 17" laptops for $650.  I suspect we'll run similar promos this year.
Thank You,Mon
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betarhoalphadelta

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10759 on: November 18, 2020, 06:00:58 PM »
Anyway, long story short-- expect extreme scarcity in computers and all consumer electronics goods over the next 12 months, with prices skyrocketing as supply falls significantly short of demand.
Ugh. Prices skyrocketing is good... Higher margin for the storage devices that go into those PCs.

Extreme scarcity is bad, because even if you have higher margins you may not sell enough to make up for it given that the subcomponent then becomes an oversupply situation.

utee94

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10760 on: November 18, 2020, 06:13:10 PM »
Ugh. Prices skyrocketing is good... Higher margin for the storage devices that go into those PCs.

Extreme scarcity is bad, because even if you have higher margins you may not sell enough to make up for it given that the subcomponent then becomes an oversupply situation.
Yeah, exactly.


And this is just my perspective and I don't see the whole business, but I don't like what I'm hearing right now.  The reasons for decommits don't add up, which is why I have my suspicions.

betarhoalphadelta

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10761 on: November 18, 2020, 06:25:49 PM »
Yeah, exactly.


And this is just my perspective and I don't see the whole business, but I don't like what I'm hearing right now.  The reasons for decommits don't add up, which is why I have my suspicions.
So far I haven't heard much. But we don't have nearly as much supply chain exposure to China as many others, at least not with any of the product lines I normally work with. I think retail's supply chain is heavier in China.

I don't really believe their "official" numbers over there, I'll tell you that. 

longhorn320

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10762 on: November 18, 2020, 06:39:10 PM »
I suppose this tidbit belongs here:

Just an FYI, but my Chinese suppliers have recently decommitted on something like a million units over the next 6 months, for stated reasons that don't add up and make zero business sense.

I have my own theories on exactly why they're unable to supply their previously committed quantities, why their factories are unable to produce the agreed-upon units.  But it's only speculation of course, because officially the CCP is still reporting, what, 4K or 5K deaths since March... in a country with a population of 1.5 billion.

Anyway, long story short-- expect extreme scarcity in computers and all consumer electronics goods over the next 12 months, with prices skyrocketing as supply falls significantly short of demand.

Merry Christmas!
its time we start making a lot of that stuff over here

Chine has their hand on our throats when it comes to medical and computer supplies
They won't let me give blood anymore. The burnt orange color scares the hell out of the doctors.

betarhoalphadelta

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10763 on: November 18, 2020, 07:03:09 PM »
its time we start making a lot of that stuff over here

Chine has their hand on our throats when it comes to medical and computer supplies
You might get it out of China, but you'll not get it made here. 

It'll just move to other LCC (low cost countries).

MrNubbz

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10764 on: November 18, 2020, 07:07:27 PM »
its time we start making a lot of that stuff over here

Chine has their hand on our throats when it comes to medical and computer supplies
Thanks to American CEOs who really couldn't give a shit about either quality they were selling or the jobs they thru away.My god how much do you really need after 20/30/40 million
Suburbia:Where they tear out the trees & then name streets after them.

longhorn320

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Re: Coronavirus discussion and Quarantine ideas
« Reply #10765 on: November 18, 2020, 07:22:01 PM »
when it becomes a threat to our security the Gov might consider encouraging production in this country

some things just cant be left up to other countries

and never say never
They won't let me give blood anymore. The burnt orange color scares the hell out of the doctors.

 

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