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Technology Stocks : Apple Inc.
AAPL 161.84-1.2%Dec 3 4:00 PM EST

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To: J.F. Sebastian who wrote (210982)10/13/2021 6:10:26 PM
From: Doren1 Recommendation

Recommended By
clochard

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Might not just be chips.

Tim's expertise of course is supply chain... if anyone can sort these problems out might just be him.

I was reading a story about Vietnam workers who aren't going to work because they don't have access to vaccines. Lots of factories. Might be a factory that makes essential little clips.

I think we're assuming the plague is "almost over" because we have enough vaccines, that doesn't mean 3rd world countries are so lucky. People don't want to die to make the paltry money they make in 3rd world factories.

Port of Long Beach (biggest in the USA) is totally backed up with container ships, causing scheduling nightmares for shippers, not just the unloading of containers. The container ships are finding they cannot make their scheduled next stops.

Trucking companies can't find workers... Rational or not, workers are thinking: who would be stupid enough to invest time and money getting certified when you're just looking at a glut when AI starts to self drive trucks. Plus its a terrible job if you have to drive through congested cities, and trucking companies have not compensated drivers well enough for a long time. This is causing the same logistical nightmares for trucking companies too which don't like unloaded return trips.

All this JIT supply chain works if all the parts mesh, but its obviously not built for Covid times.

Looking at inflation hedges this AM. Apple is fairly well situated given its pricing power and divvy. They can probably raise prices fairly easy which won't hurt them in the short run because they have a captive audience.
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