Viemed Healthcare Inc VMD

Philips recall - computer chip shortage supply chain issues

[besttobe]

VMD's main suppliers equipement shortage  cause supplychain issues for equipment VMD sells.  Don't buy IMO.

[lscfa]

The competition for parts is so stiff, Farrell says he himself has been calling suppliers and talking to their CEOs to make appeals on ResMed’s behalf.  “(I’m) saying, ‘Look, this component can go into a cell phone or a car, or it can go into a medical device that literally gives someone the gift of breath,’” he said. “’Please prioritize our part of the supply chain,’ and it’s been working

[LongTerm3]

Iscfa,     Can you post the whole story, or a link.                           Thanks

[lscfa]

https://www.hmenews.com/article/resmed-calls-demand-extraordinary-unprecedented

[besttobe]

If a CEO brings up an issue, than it is an issue, but will tend to spin it.  Just sayin....

[JackLambert]

Brilliant.  Your best yet.  f@@@ you.  Just sayin'  

[Tropicalsun]

Jackie, not to put words in other posters mouths, but I do believe your post speaks for pretty much how all the posters here feel about our pal B2B. B2B I hope that Jackies statement has enough substance for you.

[JackLambert]

This issue is being played.    https://seekingalpha.com/article/4410989-chip-shortage-may-end-semis-perfect-storm-prematurely supply is up and down all the time   Nothing new here at all    Has been an excuse for underperformance for years           

[JackLambert]

As if that wasn’t enough, the weather is also against many chip-makers. The manufacturing process requires lots of water. TSMC makes chips for dozens of companies and churns through 156,000 tonnes of water a day normally. But there are serious droughts in Taiwan at the moment, reservoirs are drying up and the firm is now bringing water to the factory in trucks. if you want to worry about

[JackLambert]

https://www.newscientist.com/article/2271918-theres-a-global-shortage-of-computer-chips-whats-causing-it/

[JackLambert]

The business case for re-hemispherization is being built.   All manipulation.   This has more to do with geopolitics than the 2500 vents we need for the next year.  That's 50 a week.   yawn.  Let the CPAP guys worry about their own business.