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Posted
1 minute ago, EricJ said:

I remember when JIT and six sigma were all the rage in manufacturing.   I remember thinking at the time that it added a lot of brittleness to the processes, but it seemed like most places got away with it pretty well for a long time.   The auto industry had some notable public exceptions long before the pandemic hit, but I think this is finally the nail in the coffin for JIT.   Kinda like how the business schools used to teach the advantages of leveraging debt.  ;) 

 

It's going to take a lot of money to carry all of that inventory, so not sure this is the end. They will most probably go back to their old ways and chalk this up as a one-up event and anomaly.

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