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> If the spending doesn't re-balance again as restrictions are lifted this is not a temporary supply chain issue caused by just-in-time methodology, it's just t
by majormajor 5y ago
> If the spending doesn't re-balance again as restrictions are lifted this is not a temporary supply chain issue caused by just-in-time methodology, it's just the new normal.
Even if spending stays shifted supply will be able to catch up eventually. Once people believe there's a predictable level of demand they will be able to plan output for it - or else someone else will capture that new market share.
- rrrrrrrrrrrryan 5y agoYes, eventually. From what I've read it's expected to take 6 months to a year after your "people believe there's a predictable level of demand" point.
- thayne 5y agoAnd we have no idea how far out "people believe there's a predictable level of demand" is.