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To: central_va

I run a company in the middle of this sector. Most of the product we distribute either comes wholly from China or is made with Chinese sub assemblies. We just distribute, not manufacture - the top-selling brands in our segments. Even a slight delay in the supply chain causes serious problems for cash flow, ability to keep people employed, paying vendors, etc. Yes, many of these manufacturers are trying to move away from China (starting with the tariff uncertainty of 2019) but that is a multi-year process. Read about the lack of infrastructure in places like Viet Nam or India that Apple and other have encountered as they are moving some of their capacity out of China.

We can certainly sit here and say “told ya so” but that doesn’t change where we are today.


18 posted on 03/02/2020 1:07:58 PM PST by HonorInPa
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To: HonorInPa

Ok what is it you sell or re-sell? Compared to the $22T US economy how much value is really lost?


19 posted on 03/02/2020 1:22:57 PM PST by central_va (I won't be reconstructed and I do not give a damn....)
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