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Tag Archives: Covid

What is happening to the supply chain?

October 27, 2020by D/D Advisors 1 Comment

What is happening to the supply chain? There are some significant bottlenecks in the electronics supply chain right now, with even some of the most overlooked components in shortage. Blame 2020, but also, call ALL your suppliers, just to double check.

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Analyst Decoder Ring, China, Components, Enterprise Electronics, Silicon, Strategy, Uncertainty

Fear is the Mind Killer

July 2, 2020by D/D Advisors 1 Comment

Fear is the Mind Killer – Two weeks ago we argued that consumer sentiment and individual decision making are going to have a big impact on the economy. There is now an academic paper to back that up. Also, wear a mask.

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Uncertainty

Scenario Planning for the New Uncertainty

June 15, 2020by D/D Advisors 5 Comments

Scenario Planning for the New Uncertainty – the spread of the virus, the overall economy, and most importantly, the way individuals adjust their decision making – are going to play a big role in determining the fate of a lot of start-ups.

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Strategy, The Valley, Uncertainty

Down a 5G Rabbit Hole

May 11, 2020by D/D Advisors 1 Comment

Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….

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Enterprise Electronics, Networking, Qualcomm, Strategy, Tin Foil Hat, Wireless

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