Chapter
Concern Over Revenue Shortfalls Due to Supply Chain Problems
07:13 - 13:46 (06:33)
The speaker is worried about revenue shortfalls in companies dependent on supply chains since the revenue can drop a couple of quarters after the supply chain problems hit them. Concerns arise because people don't realize that capital equipment such as machines used in production systems are typically assembled last minute.
Clips
The revenue shortfalls that hit companies dependent on supply chains are not evident until a couple of quarters after the supply chain problems hit them.
07:13 - 13:46 (06:33)
Supply Chain Dependency
Summary
The revenue shortfalls that hit companies dependent on supply chains are not evident until a couple of quarters after the supply chain problems hit them. Capital equipment used in production is assembled last minute, leading to worries about overordering and the expectations of high demand.