Investor update on quarterly guidance
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Re: Investor update on quarterly guidance
#2What other companies do you expect will be impacted in a similar way?
Re: Investor update on quarterly guidance
#3What other companies do you expect will be impacted in a similar way?
I had lunch with a coworker who said all our orders for Lenovo laptops are backordered right now.
Re: Investor update on quarterly guidance
#4Wouldn’t it be great if 2019 was the last time we got new stuff?
Re: Investor update on quarterly guidance
#5What other companies do you expect will be impacted in a similar way?
I’d expect anything that is manufactured in China to be in a similar situation.
POs have already extended out significantly (some of our parts have more than doubled). Those estimates are at best guesses, I would be surprised if they don’t continue to slip.
Manufacturing supply chains are at incredibly low levels.
The second reason (slow sales in China) would really only affect things that are there, obviously.
Re: Investor update on quarterly guidance
#6What other companies do you expect will be impacted in a similar way?
every pharmaceutical company, for a start.
Re: Investor update on quarterly guidance
#7What other companies do you expect will be impacted in a similar way?
You’ll see the impact even more with hardware startups, who don’t have the means to keep a stockpile of products (like a capacitor to production woes).
For example, Hiome builds its products in Chicago, but we get the PCB boards printed in China and are scrambling to adjust now that our boards are indefinitely delayed.
I’m curious to see what the eventual ripple effects are to the industry from this hiatus.
Re: Investor update on quarterly guidance
#8What other companies do you expect will be impacted in a similar way?
Anything PC is impacted now. February is always slow and inventory is tight. Quantities of many devices that are typically 10 days to fulfill are getting pushed back to April or May delivery.
I know folks who sent teams out to clear out certain devices at retail to have a stockpile for replacements or new hires as a contingency.
Re: Investor update on quarterly guidance
#9I am surprised the stock market is holding up while the virus can have a big impact in world trade. Any guesses ?
Re: Investor update on quarterly guidance
#10I am surprised the stock market is holding up while the virus can have a big impact in world trade. Any guesses ?
Well. The market is closed today. Since this is the first official guidance revision related to the virus (at least from a major corporation) you can expect to see some red tomorrow.