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Old 02-06-2022, 12:23 PM   #26
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Well, the market stops being free when the government shuts down the economy and then hands out trillions in cash.

The market was never free
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Old 02-06-2022, 12:26 PM   #27
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Price gouging is when you're overcharging for necessities. If you're overcharging for a fancy new BMW SUV, that's called a freemarket.
How about when you don't offer bare necessities and only pack in bloat to get more profit out of less car?
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Old 02-06-2022, 12:35 PM   #28
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I think we will see some form of higher inventory and incentives come back, the compounding part of the chip shortage is the act of dealers buying used cars to fill in the gap of lower priced new models/trims that are in short supply.

The model of buying cars at MSRP is an effective model but all it takes are a series of compounding events to occur to reverse course. On a large scale, all it can take is one manufacturer to ramps up production on lower cost trims and models. This is a likely scenario as the cost of new cars are increasing at a rapid pace, and soon you will have less new consumers because they can't afford it. So a market opens for lower cost new models/trims. Once consumers purchase these, then used car prices drop because consumers would rather buy new than used. As prices drop for used cars, people are buying used again and now dealers have high priced models/trims sitting on lots not moving.
Mitsubishi ****ed up by killing the Lancer/Evo entirely instead of simplifying their gas lineup and just riding it out while they gained traction with EVs. They could have had a sedan, a midsized CUV with a detuned Evo drivetrain, a FWD truck for the city laborer. Just make the same parts and kill what wasn't selling and you'd still have a halo car, and they could have owned the small pickup market. That could have made them a staple in the US market, but what it wouldn't have done, is give them massive profits, and in the US that's literally the only thing that matters.
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Old 02-06-2022, 05:40 PM   #29
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You got it bro.

Friend at a Honda dealer said it's getting worse, they got only 10 new cars in January.
Thank you again,

Yeah my buddy wants blue 2.0 Sport. Wilkesbarre Honda Pa only had about 8 cars couple weeks ago, 2 where touring in White (that's an optional color too) rest 1.5T.. So Friday they got their shipment in. They got 29 cars now. Three 2.0 Sport. Black silver and Sonic grey. He's bumming..Told him grab black quick.. There all gone already..now he's really bumming. Lol

God knows what they where going for

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Old 02-07-2022, 01:30 PM   #30
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You got it bro.

Friend at a Honda dealer said itís getting worse, they got only 10 new cars in January.
It seems like itís worse now than last year. I know Genesis stopped taking orders for the GV70. Toyota and Ford had to shut down several manufacturing facilities.
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Old 02-07-2022, 01:52 PM   #31
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I've been waiting on my nissan leaf plus for like 3 months now. the car was built, I have a VIN, but the delivery date keeps getting pushed back. Dealer thinks the car is already local but waiting on some part (or chips) before they can deliver.
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Old 02-07-2022, 06:42 PM   #32
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Ordered an F350, 7.3L gasser, dually during 1st week in November. Sales manager told me lead times for Super Duty trucks were 30 weeks.
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Old 02-07-2022, 07:43 PM   #33
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We're 6 months out on some of the medical consoles products I sell due to chip shortages. Crazy times man, crazy times.
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Old 02-07-2022, 09:42 PM   #34
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Thank you again,

Yeah my buddy wants blue 2.0 Sport. Wilkesbarre Honda Pa only had about 8 cars couple weeks ago, 2 where touring in White (that's an optional color too) rest 1.5T.. So Friday they got their shipment in. They got 29 cars now. Three 2.0 Sport. Black silver and Sonic grey. He's bumming..Told him grab black quick.. There all gone already..now he's really bumming. Lol

God knows what they where going for
At the start of the pandemic, we almost pulled the trigger on a Honda odyssey that was well below sticker. So upset that we didn't grab it then...
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Old 02-07-2022, 10:12 PM   #35
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At the start of the pandemic, we almost pulled the trigger on a Honda odyssey that was well below sticker. So upset that we didn't grab it then...
Bought my IS pre-pandemic; it's worth more than I paid for it OTD. My wife's corolla is currently worth more than we paid for it OTD in 2017... crazy times... if we can find a dealer that will take MSRP (or lower) for something we want, and pay "current market" for what we've got, we'll make a move; I'm just not keen on buying a new vehicle during a New England winter, never have been (unless it's a muscle or sports car).
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Old 02-08-2022, 02:08 AM   #36
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Bought my IS pre-pandemic; it's worth more than I paid for it OTD. My wife's corolla is currently worth more than we paid for it OTD in 2017... crazy times... if we can find a dealer that will take MSRP (or lower) for something we want, and pay "current market" for what we've got, we'll make a move; I'm just not keen on buying a new vehicle during a New England winter, never have been (unless it's a muscle or sports car).
Iím not buying **** until all this is over, or the tail end of it at least.
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Old 02-08-2022, 07:19 AM   #37
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At the start of the pandemic, we almost pulled the trigger on a Honda odyssey that was well below sticker. So upset that we didn't grab it then...
Did that on several items. One that really gets me is Kenwood ts890..Really wanted check it out. Last of the non SDR transceivers. Lists for 4,680.00 Ham Radio outlet 3,400.00 fall 2020. Then they sold out, couldn't even get one. Finally they got some in selling at 4200. Kenwood coupon of 600...

Then I was bummed out Lazy, just returned a leased car. Should bought it resold it.. It vacant from Covid death so take it from there. Year ago I was Naive. Thinking holding out things would get back to some sense of normality.

Pre..I was thinking exactly same thing. Guess what I think it might be cheaper now. I think things are going to get A lot worse. There is a big Energy crunch coming and it will affect everything from Fertilizer, Plastic, Metal. Mining, transportation, heating, cooling, Manufacturing just to name few. Been reading a lot articles from Energy Sector. Not fear mongering just think what's coming down the road.
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Old 02-08-2022, 10:43 AM   #38
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Pre..I was thinking exactly same thing. Guess what I think it might be cheaper now. I think things are going to get A lot worse. There is a big Energy crunch coming and it will affect everything from Fertilizer, Plastic, Metal. Mining, transportation, heating, cooling, Manufacturing just to name few. Been reading a lot articles from Energy Sector. Not fear mongering just think what's coming down the road.

I've heard similar. But it's speculation. If there is one thing I know, it's corporate greed. It has to sus out eventually. I can wait 2 more years. If it's still going the summer of 2024, well i will be buying something.
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Old 02-14-2022, 05:45 PM   #39
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Deleted , comment was to wrong thread.

Last edited by AVANTI R5; 02-18-2022 at 07:23 AM.
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Old 05-11-2022, 07:32 AM   #40
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Default Leoni says Ukraine output of wire harnesses nearly at prewar levels Peter Sigal T

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Leoni says Ukraine output of wire harnesses nearly at prewar levels
Peter Sigal

The shutdown added to production pressures on the European auto industry, which was already struggling with a persistent shortage of semiconductors. Customers including Volkswagen Group and BMW were forced to also temporarily stop output of cars at some sites.

Workers at Leoni's Ukraine factories, fearful that their jobs might permanently be lost, petitioned to come back to work, drawing up a plan on how to revive operations.

The supplier has about 7,000 employees in Ukraine, out of a total global work force of 101,000.

Free cash flow increased to 105 million euros from minus 100 million euros in 2021, Leoni said, largely because of the sale of its industrial solutions unit for a 125 million euro book gain.

The most important factor in the sales decline was the effect of inflation on salaries and materials costs, Chief Financial Officer Harald Nippel said. The war in Ukraine and volume, mix and price also played a role, Nippel said.

Volume was down due to the semiconductor shortage and the war in Ukraine, he added. The supplier is in ďintensive discussionĒ about passing through inflation costs to customers, Nippel said.

Kamper said Leoni is working to duplicate its Ukraine capacity at other factories ďas insurance for future developments in Ukraine.Ē

That investment in new capacity will be shared with customers, he said. ďWhen things calm down completely and everything is back to normal we'll talk with customers about how to deal with this additional capacity,Ē Kamper added.
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Old 05-11-2022, 07:38 AM   #41
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IMHO, I don't see the Kremlin backing down from this war.
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Old 05-11-2022, 11:38 AM   #42
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this could easily be another Afghan war for Russia. that was prolonged over 10 years and only stopped because USSR had bigger problems trying to hold members states, but I also think the cost of that war (in both money terms, and people terms) was part of the downfall of the USSR.

someone in the Kremlin has to see that, whether they believe Ukraine may stall out into a long drawn out decade long struggle, that's what's up in the air.
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Old 05-11-2022, 12:56 PM   #43
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IMHO, I don't see the Kremlin backing down from this war.
He wonít. I think this ends in 1 or 2 ways.

1: Heís assassinated
2: Lobs a nuclear weapon drawing in the rest of the world and we all die from nuclear fallout


Thereís already been dissent among the oligarchs which lead to them and their family mysteriously being killed. This war is going to drag on for a long while having serious economic issues around the world.
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Old 05-11-2022, 01:12 PM   #44
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The only other option would be a some sort of negotiation where Ukraine has to make concessions and Vladi can save face. I think that's unlikely at this point as Ukrainie is getting billions along with weapons to prolong this war.

I think it's a long drawn out mess and things will get worse before they get better. This is the tipping point for me, I've been on the fence with getting solar panels, but I see energy prices going nowhere but up and I might as well take advantage of government incentives while I still can.
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Old 05-11-2022, 02:21 PM   #45
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^^
I could sworn you where in Alaska, maybe you moved or my senility is active. Anyway, there is Vlads health issue maybe he'll drop dead from his cancer or associated surgery.
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Old 05-11-2022, 02:33 PM   #46
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The only other option would be a some sort of negotiation where Ukraine has to make concessions and Vladi can save face. I think that's unlikely at this point as Ukrainie is getting billions along with weapons to prolong this war.

I think it's a long drawn out mess and things will get worse before they get better. This is the tipping point for me, I've been on the fence with getting solar panels, but I see energy prices going nowhere but up and I might as well take advantage of government incentives while I still can.
Honestly, you might want to get a dedicated large freezer and start storing veggies and meats. Donít be surprised when you see Europe buying food from US based companies which in turn drive prices higher here, much higher. Worst case scenario Iím wrong and you still have food lol
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Old 05-11-2022, 03:33 PM   #47
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Honestly, you might want to get a dedicated large freezer and start storing veggies and meats. Donít be surprised when you see Europe buying food from US based companies which in turn drive prices higher here, much higher. Worst case scenario Iím wrong and you still have food lol
Ha, we have two full size refrigerators and a chest freezer. All are full, and my wife is a regular at Costco and Sams

I have not bought meat in months except for a few times for fresh steak.
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Old 05-11-2022, 05:20 PM   #48
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The only other option would be a some sort of negotiation where Ukraine has to make concessions and Vladi can save face. I think that's unlikely at this point as Ukrainie is getting billions along with weapons to prolong this war.

I think it's a long drawn out mess and things will get worse before they get better. This is the tipping point for me, I've been on the fence with getting solar panels, but I see energy prices going nowhere but up and I might as well take advantage of government incentives while I still can.
I never understand this line of reasoning, it's clear he doesn't care about how the world sees him.

he really doesn't care how the people of his country see him, those that oppose him go away.

he could fully pull out of Ukraine today, say they won, and just disappear anyone in his country who says otherwise. whatever piece of literature that is released from anywhere that isn't Russia, they can just say it's propaganda that has been published by people who hate the country.

Russia is basically Oceana at this point.
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Old 07-08-2022, 09:43 AM   #49
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Chip shortage? Some industries now have too many
Demand is cooling for chips used in PCs and smartphones.

It's getting complicated for investors in semiconductor stocks, with last year's big chip shortage morphing into an inventory glut for some companies, and others getting caught up in geopolitics.

The COVID-19 pandemic spurred an unprecedented supply crunch, shutting down semiconductor factories while also fueling demand for consumer electronics. Now, some chipmakers are warning of cooling demand for parts used in PCs and smartphones, while automakers continue wrestling with a shortfall.

Another fly in the ointment is renewed tensions between the U.S. and China over the Asian nation's burgeoning semiconductor industry, with equipment giant ASML Holding NV caught in the middle.

"Supply constraints are not being felt equally," said Angelo Zino, senior equity analyst at CFRA Research. "The biggest customers are getting priority (Apple, data center players) while more fragmented industries that are not as relevant to the chip industry (industrials, autos) are being pushed to the backburner."

The complicated supply situation, higher interest rates and possible recession have all contributed to a chip-stock slump this year. A 37 percent rout for the Philadelphia Semiconductor Index, or SOX, has wiped out about $1.4 trillion in market value.

Consumer electronics look most vulnerable to an oversupply issue, with Micron Technology Inc. cautioning last week of slowing demand for memory chips used in computers and smartphones. The company will cut spending on new plants and equipment to slow output.

Still, Samsung Electronics Co.'s better-than-expected jump in quarterly revenue is a good sign for consumer demand and sparked a rally for beaten-down Asian chipmakers. All eyes will be on computer processor giant Intel Corp. when it reports later this month.

Chip production used in premium and mid-tier 5G devices has also outstripped demand, according to Counterpoint Research. Most of these smartphone chipsets, like application processors, system-on-chip chipsets and basebands are made by Qualcomm Inc., Apple Inc., MediaTek Inc. and Samsung.

Chips used in cars are still recovering from COVID-driven shortages. General Motors said it expects second-quarter results to take a hit due to issues with certain components. Things might be looking up, however, with chip delivery times falling by a day in June.

The bulk of chips used in car production come from NXP Semiconductors NV, Infineon Technologies, Renesas Electronics Corp., Texas Instruments Inc. and STMicroelectronics.

"Cars are becoming data centers on wheels, and electric vehicles use four times as many chips as regular cars," said John Barr, portfolio manager at Needham Investment Management. "The auto industry is still short parts, and I think that with growth in EVs, you'll continue to see strong growth here."

Demand for high-powered processors used in data centers has been more resilient than smartphone and tablet chips so far, but is still fragile.

"We don't know how stable enterprise demand is for data center, or what auto/industrial chip demand looks like," said Jordan Klein, a managing director and tech analyst at Mizuho Securities. "Those have been strong, and while they could be holding up better, there's a risk we could see order cuts or demand soften."

Nvidia Corp., Advanced Micro Devices Inc., Micron and Intel all make data-center chips.

Graphics processing units for artificial intelligence might hold up better than other areas, according to Needham's Barr. Meta Platforms Inc. will still require five times as many GPUs for its AI initiatives, despite broader headwinds faced by the company. "The general trend of more AI demand and usage is going to go unabated," Barr said.

Crucial for all chipmakers is the complex equipment they rely on. That area has gotten harder to navigate this week, after Bloomberg News reported that the U.S. is pushing the Netherlands to ban ASML from selling some of its tools to China.

While analysts generally agreed that a complete stop on ASML exporting all deep ultraviolet lithography systems to China is unlikely, geopolitics "can easily scare investors," said Degroof analyst Michael Roeg.

Any ban or escalation of tensions could also hurt peers such as Applied Materials Inc., which derives 25-30 percent of its sales from China, Bloomberg Intelligence said, while a protracted battle between Washington and Beijing over equipment could further disrupt shaky supply chains.

The next catalyst for the industry is earnings season, where investors will be watching for clues on supply and demand challenges.


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Old 07-08-2022, 11:32 AM   #50
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we are all paying the price for now for over reliance on globalism. Not that it is all bad. But I think the pendulum needs to swing back to bring critical industries back in house to some degree.
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