Monday, December 19, 2016

Weird things that affect the industry....

There is a basic theme of Microvision, its abilities and ultimate value: People want bigger screens on their mobile devices & Microvision's scanning technology will play a critical role in upcoming technologies that are widely anticipated: Gesture control, Augmented Reality, screenless displays and robotics including self-driving cars.

For me, that's an investing theme that is worth sticking with.

That said, this is an example of something completely unrelated making the market difficult. Problems can pop up anywhere. Opportunities can pop up anywhere too. I think we're much more likely to start finding pop-up opportunities.

Everything is connected, and unintended consequences are... unintended.

HindustanTimes -- more at the source

Mobile manufacturing falls 40% as note ban spells wrong number for industry

At a time when the government is looking to push digital payments, the production of mobile phones in India is down by at least 40%.

The ban on circulation of banknotes of Rs 500 and Rs 1,000 has hit the industry hard, with handset manufacturers, including Foxconn, Flextronics and GDN-Wistron, may have been looking to cut jobs or sending employees on leave.

“Contract manufacturers are seeing a 40% slump in production, with consumers putting off purchases, which is killing demand,” an industry executive told HT on the condition of anonymity. “The situation is so bad that they might have to take tougher decisions regarding employees,” he added.

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