I am seeing supply issues, especially around chips continue to extend. There are some products that I work with that for the last decade I have had always available for immediate shipment, that have now extended to November 2023 for shipment. How can a person do business to tell a customer they have to wait for a year to precede with a project?
Market looks like it is ready for this to be the bottom, hell I would say we are there based on everything I see in the market, but I am increasingly concerned there are still to many external issues
Even if everything returned to "normal" today, I get the sense we have at least a year of recovery, and it feels like every day we continue to see things suffer, the path to recovery gets longer.
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