Reply by Ed Lee November 15, 20212021-11-15
On Monday, November 15, 2021 at 9:00:15 AM UTC-8, bitrex wrote:
> On 11/13/2021 5:37 PM, Ed Lee wrote: > > On Saturday, November 13, 2021 at 2:29:51 PM UTC-8, bitrex wrote: > >> On 11/13/2021 4:09 PM, Peter wrote: > >>> > >>> bitrex <us...@example.net> wrote > >>> > >>>> On 11/13/2021 2:09 AM, Klaus Kragelund wrote: > >>>>> 11.11.21 22:12, LM wrote: > >>>>>> If they stay in stock, life is getting better. > >>>>> > >>>>> Yes, also other sites are showing stock > >>>>> > >>>>> Maybe we are soon getting back to normal. Will be interesting to see if > >>>>> prices go back to normal > >>>>> -- > >>>>> Klaus > >>>> > >>>> Pandemic shortages made a lot of manufacturers of various products > >>>> realize "ugh we've been selling this stuff way too cheap all along" I think > >>> > >>> I doubt it; this is just the usual cyclic thing, where a shorateg is > >>> artifically created (by various events, which usually merge into the > >>> distis telling everybody that x is on allocation, upon which the users > >>> shit themselves and multi-order everything they can) and then > >>> collapses a year or so later. > >>> > >>> This will go the same way. > >>> > >>> I have quite enjoyed designing out parts by Mr Ripoff (Maxim) and > >>> replacing them with ST parts, and some TI parts. > >>> > >> > >> Herr Ripoff: > >> > >> <https://www.motor1.com/news/532591/mercedes-bmw-keep-prices-high/> > >> > >> "We could lower them again but why" > > > > It's the same for all auto makers. They can keep price high as long as everybody is doing it. Anyway, we have to adjust to having less cars. There is no need for 1.88 car per household. > > > Not every luxury/performance manufacturer is doing great I don't think:
Tesla is pretty much eating up other luxury sales. 2021 2020 (est) Revenue $34B $20B Income $3B $1B Margin 11% 10% Both GM and Ford are doing better with less unit sales. Earning year to date (Sept) 2021 2020 GM Revenue $93.4B $84.9B Income $8.3B $3.5B Margin 8.9% 4.2% Ford Revenue $98.7B $91.2B Income $5.7B $1.5B Margin 5.7% 1.7%
Reply by bitrex November 15, 20212021-11-15
On 11/13/2021 5:37 PM, Ed Lee wrote:
> On Saturday, November 13, 2021 at 2:29:51 PM UTC-8, bitrex wrote: >> On 11/13/2021 4:09 PM, Peter wrote: >>> >>> bitrex <us...@example.net> wrote >>> >>>> On 11/13/2021 2:09 AM, Klaus Kragelund wrote: >>>>> 11.11.21 22:12, LM wrote: >>>>>> If they stay in stock, life is getting better. >>>>> >>>>> Yes, also other sites are showing stock >>>>> >>>>> Maybe we are soon getting back to normal. Will be interesting to see if >>>>> prices go back to normal >>>>> -- >>>>> Klaus >>>> >>>> Pandemic shortages made a lot of manufacturers of various products >>>> realize "ugh we've been selling this stuff way too cheap all along" I think >>> >>> I doubt it; this is just the usual cyclic thing, where a shorateg is >>> artifically created (by various events, which usually merge into the >>> distis telling everybody that x is on allocation, upon which the users >>> shit themselves and multi-order everything they can) and then >>> collapses a year or so later. >>> >>> This will go the same way. >>> >>> I have quite enjoyed designing out parts by Mr Ripoff (Maxim) and >>> replacing them with ST parts, and some TI parts. >>> >> >> Herr Ripoff: >> >> <https://www.motor1.com/news/532591/mercedes-bmw-keep-prices-high/> >> >> "We could lower them again but why" > > It's the same for all auto makers. They can keep price high as long as everybody is doing it. Anyway, we have to adjust to having less cars. There is no need for 1.88 car per household. >
Not every luxury/performance manufacturer is doing great I don't think: <https://www.mclaren.com/racing/inside-the-mtc/mclaren-group-statement-sale/> McLaren on Monday: These accusations are outrageous! McLaren on Friday: We are proud to announce our new corporate partnership with Audi Group...
Reply by Ed Lee November 13, 20212021-11-13
On Saturday, November 13, 2021 at 2:29:51 PM UTC-8, bitrex wrote:
> On 11/13/2021 4:09 PM, Peter wrote: > > > > bitrex <us...@example.net> wrote > > > >> On 11/13/2021 2:09 AM, Klaus Kragelund wrote: > >>> 11.11.21 22:12, LM wrote: > >>>> If they stay in stock, life is getting better. > >>> > >>> Yes, also other sites are showing stock > >>> > >>> Maybe we are soon getting back to normal. Will be interesting to see if > >>> prices go back to normal > >>> -- > >>> Klaus > >> > >> Pandemic shortages made a lot of manufacturers of various products > >> realize "ugh we've been selling this stuff way too cheap all along" I think > > > > I doubt it; this is just the usual cyclic thing, where a shorateg is > > artifically created (by various events, which usually merge into the > > distis telling everybody that x is on allocation, upon which the users > > shit themselves and multi-order everything they can) and then > > collapses a year or so later. > > > > This will go the same way. > > > > I have quite enjoyed designing out parts by Mr Ripoff (Maxim) and > > replacing them with ST parts, and some TI parts. > > > > Herr Ripoff: > > <https://www.motor1.com/news/532591/mercedes-bmw-keep-prices-high/> > > "We could lower them again but why"
It's the same for all auto makers. They can keep price high as long as everybody is doing it. Anyway, we have to adjust to having less cars. There is no need for 1.88 car per household.
Reply by bitrex November 13, 20212021-11-13
On 11/13/2021 4:09 PM, Peter wrote:
> > bitrex <user@example.net> wrote > >> On 11/13/2021 2:09 AM, Klaus Kragelund wrote: >>> 11.11.21 22:12, LM&nbsp; wrote: >>>> If they stay in stock, life is getting better. >>> >>> Yes, also other sites are showing stock >>> >>> Maybe we are soon getting back to normal. Will be interesting to see if >>> prices go back to normal >>> -- >>> Klaus >> >> Pandemic shortages made a lot of manufacturers of various products >> realize "ugh we've been selling this stuff way too cheap all along" I think > > I doubt it; this is just the usual cyclic thing, where a shorateg is > artifically created (by various events, which usually merge into the > distis telling everybody that x is on allocation, upon which the users > shit themselves and multi-order everything they can) and then > collapses a year or so later. > > This will go the same way. > > I have quite enjoyed designing out parts by Mr Ripoff (Maxim) and > replacing them with ST parts, and some TI parts. >
Herr Ripoff: <https://www.motor1.com/news/532591/mercedes-bmw-keep-prices-high/> "We could lower them again but why"
Reply by Peter November 13, 20212021-11-13
bitrex <user@example.net> wrote

>On 11/13/2021 2:09 AM, Klaus Kragelund wrote: >> 11.11.21 22:12, LM&#4294967295; wrote: >>> If they stay in stock, life is getting better. >> >> Yes, also other sites are showing stock >> >> Maybe we are soon getting back to normal. Will be interesting to see if >> prices go back to normal >> -- >> Klaus > >Pandemic shortages made a lot of manufacturers of various products >realize "ugh we've been selling this stuff way too cheap all along" I think
I doubt it; this is just the usual cyclic thing, where a shorateg is artifically created (by various events, which usually merge into the distis telling everybody that x is on allocation, upon which the users shit themselves and multi-order everything they can) and then collapses a year or so later. This will go the same way. I have quite enjoyed designing out parts by Mr Ripoff (Maxim) and replacing them with ST parts, and some TI parts.
Reply by bitrex November 13, 20212021-11-13
On 11/13/2021 10:18 AM, jlarkin@highlandsniptechnology.com wrote:
> On Sat, 13 Nov 2021 09:17:52 -0500, bitrex <user@example.net> wrote: > >> On 11/13/2021 2:09 AM, Klaus Kragelund wrote: >>> 11.11.21 22:12, LM&nbsp; wrote: >>>> If they stay in stock, life is getting better. >>> >>> Yes, also other sites are showing stock >>> >>> Maybe we are soon getting back to normal. Will be interesting to see if >>> prices go back to normal >>> -- >>> Klaus >> >> Pandemic shortages made a lot of manufacturers of various products >> realize "ugh we've been selling this stuff way too cheap all along" I think > > Right. And why doesn't a box of Kleenex cost $40? > > >
I get the store brand paper towels for a buck right now, I think in 2019 they were 99 cents
Reply by bitrex November 13, 20212021-11-13
On 11/13/2021 10:18 AM, jlarkin@highlandsniptechnology.com wrote:
> On Sat, 13 Nov 2021 09:17:52 -0500, bitrex <user@example.net> wrote: > >> On 11/13/2021 2:09 AM, Klaus Kragelund wrote: >>> 11.11.21 22:12, LM&nbsp; wrote: >>>> If they stay in stock, life is getting better. >>> >>> Yes, also other sites are showing stock >>> >>> Maybe we are soon getting back to normal. Will be interesting to see if >>> prices go back to normal >>> -- >>> Klaus >> >> Pandemic shortages made a lot of manufacturers of various products >> realize "ugh we've been selling this stuff way too cheap all along" I think > > Right. And why doesn't a box of Kleenex cost $40? > > >
More so in the less fungible commodities like you can use toilet paper as Kleenex in a pinch, but you can't use a Chevy as a BMW
Reply by November 13, 20212021-11-13
On Sat, 13 Nov 2021 09:17:52 -0500, bitrex <user@example.net> wrote:

>On 11/13/2021 2:09 AM, Klaus Kragelund wrote: >> 11.11.21 22:12, LM&#4294967295; wrote: >>> If they stay in stock, life is getting better. >> >> Yes, also other sites are showing stock >> >> Maybe we are soon getting back to normal. Will be interesting to see if >> prices go back to normal >> -- >> Klaus > >Pandemic shortages made a lot of manufacturers of various products >realize "ugh we've been selling this stuff way too cheap all along" I think
Right. And why doesn't a box of Kleenex cost $40? -- Father Brown's figure remained quite dark and still; but in that instant he had lost his head. His head was always most valuable when he had lost it.
Reply by Ed Lee November 13, 20212021-11-13
On Saturday, November 13, 2021 at 6:17:58 AM UTC-8, bitrex wrote:
> On 11/13/2021 2:09 AM, Klaus Kragelund wrote: > > 11.11.21 22:12, LM wrote: > >> If they stay in stock, life is getting better. > > > > Yes, also other sites are showing stock > > > > Maybe we are soon getting back to normal. Will be interesting to see if > > prices go back to normal > > -- > > Klaus > Pandemic shortages made a lot of manufacturers of various products > realize "ugh we've been selling this stuff way too cheap all along" I think
(producer inflation). And workers are receiving too little for their labours (wage inflation) or just too much money around (M1,2,3 inflation) or just (soon to be double digit) inflation.
Reply by bitrex November 13, 20212021-11-13
On 11/13/2021 2:09 AM, Klaus Kragelund wrote:
> 11.11.21 22:12, LM&nbsp; wrote: >> If they stay in stock, life is getting better. > > Yes, also other sites are showing stock > > Maybe we are soon getting back to normal. Will be interesting to see if > prices go back to normal > -- > Klaus
Pandemic shortages made a lot of manufacturers of various products realize "ugh we've been selling this stuff way too cheap all along" I think