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by remote_phone
2298 days ago
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I don’t think global traffic will decrease after this. It will keep on increasing after this downturn. To suggest people won’t travel unnecessarily is absurd as saying people won’t go out to restaurants post-covid-19. But restaurants will definitely get rocked by this. The question is how will supply chains change. Will Apple really stick all their eggs on China again or will they change strategies. It probably depends on how much it costs them, ie its easier to keep everything in China and pay downtime costs when a new virus hits. Luckily Tim Cook is an expert in supply chains so he is perfectly positioned for this. Other companies probably aren’t and a few will make the wrong decision. |
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