well I am going to go across the trend here . Finally got round to listening to the podcast and I thought it was a terrific interview, AW was very informative of the chip shortage and what was being done about it, particularly US Govt and Us companies pumping money in to establish new suppliers and not be reliant on a single Taiwan company, given the current Sabre rattling that is happening.
I didn’t find him blasé so much as resigned. He seems to have recognised the disaster early enough to stockpile as much as they could and now is trying to work with clients to hang onto contracts with a delayed delivery. It’s obviously a sad situation when the market is finally booming for the hardware, but I can’t attach any blame to Senetas - they seem to be doing everything they can……
SEN Price at posting:
4.4¢ Sentiment: Hold Disclosure: Held
. Finally got round to listening to the podcast and I thought it was a terrific interview, AW was very informative of the chip shortage and what was being done about it, particularly US Govt and Us companies pumping money in to establish new suppliers and not be reliant on a single Taiwan company, given the current Sabre rattling that is happening.
