Jump to content

Mr. Drummond

Burnt Ends
  • Posts

    888
  • Joined

  • Last visited

Everything posted by Mr. Drummond

  1. How much honey are you people eating? I probably have had the same container of honey in the back of my fridge for the last 10 years.
  2. Have been in the PCBa business for 30 years, including owning my own contract manufacture shop with 4 SMT lines, 40 employees etc for the last 15. This is the worst it has ever been. At least weekly we are being given lead times to common items of sometime in 2023. I'll give some facts and some educated speculation. Facts: Covid shut down or reduced factory output, way more demand sooner than anyone thought, takes 4-6 months to get wafer fabs back up and going at full speed, 1/2 the number of boats (remember a typical IC could have the wafer made in Taiwan, assembled in vietnam, tested back in Taiwan, and final assembly in Philippines ) so 1/2 the number of boat hurts that back and forth of product , 2x the number of people working from home needing network equipment. Thats all pretty obvious and we would come out of that situation fairly quickly. But places like Malaysia being shut down for 2 weeks in june for covid and a civil war in Myanmar (where Panasonic makes all their sensors - ask me how i know) doesn't help. Speculation: The big guys chip makers, NXP, TI, On Semi, ST MIcro, etc etc all collectively decided we are getting our profit back, so they look at their line card and decide which items are profitable and which items aren't, they use covid as an excuse to make the profitable stuff put it on allocation which allows them to pick where to ship product to, and the rest of the little stuff gets blown off (thus some of the 2023 lead time). Now, you know who isn't getting allocated product first, the ass hole giant OEMs that haven't' allowed anyone (CMs, distributors or manufacturers) to make any money and push all obligation down to the little guy. Talking to a VP of a worlds top 3 electronics distributor that has Detroit as his area, ford and GM both cancelled orders and returned product to everyone at the beginning of covid making the little guys eat it. Shoe is on the other foot now, and everyone is taking their revenge. They are giving (lets use ford) Ford just enough of their product that they don't force them to redesign, which ford doesn't' want to do, but they are making them pay higher prices and making them wait. I buy 125,000 pieces of a micro controller a month for my largest customer and place them on boards. When covid hit, we didn't cancel anything, we worked with the manufacturer, the distributor and we slowed it down and slowly slid into the curb. It is appreciated, and my customer hasn't missed one shipment of the controller now that its ramped back up. Anyone else in the world is being told 60 week lead time, the manufacturer is picking us to ship to. Will the big OEMS learn? They will pay lip service to it (have seen some articles saying "maybe we shouldn't be such dicks" , but nah, they wont. When will it end - It will get slowly better (i have already seen some signs) for the next few months, then all at once everyone will realize they over compensated for the shortages and will start cancelling orders, then within a month most of it will be fixed. My guess is Feb 2022. TL:DR - Next summer cars will be back to normal.
  3. that Youtube clip is an old soccer (i think world cup) video. Not really from this weekend.
  4. Ate at the one at W. Airport and Murphy rd in Stafford today for lunch. Fried fish, okra and Mac and cheese. Roll and strawberry shortcake. It was a throwback for sure. I worked at the Wyatts at Westwood mall (SW Houston) in the summer of 1988, my friend's dad was district manager so I served vegetables on the line all summer and flirted with the iced tea girls (also college aged). Come to think about it, I also flirted with the older Hispanic ladies in the kitchen too, they loved me.
  5. Without the celebrity drop ins, how would we have ever known which episode was David Beckham's favorite?
  6. Tundra is full makeover. Also tonight, Ford is releasing the full electric F150 based on the rivian platform. Will be interesting to see its numbers vs the rivian truck that is 400 mile range and i think can tow 10k+lbs (although not for 400 miles ha).
  7. Yes, its based on the new F150 - so new exterior, the new nicer interior, new exhaust, same engine but rumors are it will be over 500 HP now. 35 inch tires standard and 37 inch now from the factory as an option.
  8. So I got an allocation on the new Raptor (not the R) and put down the deposit. I am number 6 out of their 12 allocations this year. Ordering in June, should have it in time for RRS in Oct.
  9. Well? Did you have any cigarettes? Don't leave us hanging.
  10. Booked a house for 10 days on the Carribean side near punta sur for the end of july. Went four times 2018-2019. Pretty stoked about going back.
  11. Not mine, but you get the idea.
  12. I had an employee who vinyl wraps cars on the side do mine to match the paint within the first 3 weeks that i bought it. You can tell its still there, but it looks much better IMO.
  13. I got offered 31.7k for my 2016 Plat this weekend (from a dealer).
  14. I have the itch as well, my 2016 Plat 3.5 (98k miles) has been pretty much perfect outside of a warranty infotainment issue in the 2nd year. I was waiting on the tremor package to come along, and to let ford work out 1st year stuff issues, but so far it looks like you wont be able to get the tremor in Powerboost, just eco boost. So maybe i wait for the raptor (non-R).
  15. My memory might be off, but didn't he almost beat Okie lite by himself as well. I remember gundy on the field after the game saying something like "that punter almost beat us" . Just sad. But Dickson is awesome.
  16. Hey now, girls soccer is also pretty strong.
  17. Last high-profile North Shore kid we landed? Maybe i am just not remembering someone obvious.
  18. That shit worked 73% of the time in the 80s. But it wasn’t Catholics, it was baptist freshman chicks at baylor.
  19. Must be one of those turbo supercharged 172s you hear so much about.
  20. I had an original (well not ww2 original) IWC big pilot 5002, but didn't wear it much, i have a PAM111 that i wear on distressed leather that kind of fits that bill better and used the big pilot to fund the SeaDweller43.
  21. Oh you want to tell the time? You didn't say that. Ha. And yes the one with the yellow accents. Its a little funky but kinda cool and different than the standard speedy.
  22. This will accomplish just as much as the oilers did.
  23. Wrong
  24. I imagine Bijan and the coaching staff had an understanding about a carry count on him his freshman year (and maybe all 3 years). If you are a stud running back, you can absolutely not allow yourself to be used up for free (more or less) in college. Just the way it is now. That's why you see RBs have no problem splitting carries anymore. They are just trying to make it to the 2nd contract in the NFL before the wheels fall off.
  25. It's one of these things we will never know of course, and you could very well be right, but im not sure Vince was ready to be a star in his hometown, as we have seen, he doesn't always make great choices. But we can all agree - fuck Jeff Fisher.
×
×
  • Create New...