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Covid-19 is actually a real thing going on right now. China under self-imposed house arrest. Travel and events getting cut back to varying degrees. So surreal. I can’t believe it’s gone on as long as it has.
SG will be done with it in about a month (thread)https://twitter.com/visakanv/status/1228343530478657543 …
pic.twitter.com/K7WofH9jEwToo early to say, but you guys should have the easiest time in the world containing it
Manufacturing has stopped... we have plenty of inventory to get through the next few months, but if our factories can't spin back up by then...................
what product / industry?
I know they are being pushed but are there not reports of very low %s of workers and productivity? Streets still empty.
Two of my businesses depend on factories in China. Tried others and quality was suckage. My mast shipment was light. March is looking like 0-15% of ytd. This will roll up. I supply components for bigger builds. I'm one of three in North America.
Indonesia is going to be a bomb waiting to explode ... no cases as of today, crazy!
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