LEDE ONWith NAB behind us, we move into the Father’s Day/Graduation buying period still with virtually nothing new to add to the gift list. We’re definitely in a drought state when it comes to anything other than Chinese lenses. Here’s another of my economic-side warnings: the supply chain just took another hit with the Iran conflict. That might not be evident to you yet, but it is to all my buddies still building things. That's because they know the sequence that starts tripping the dominoes, and they’ve seen some dominoes already falling. You need helium for semiconductor creation, you need oil for plastics creation. Both are starting to be hoarded and rationed in SE Asia in anticipation of not being able to replenish the existing supplies soon. I’m starting to hear backchatter that even Apple is now considering postponing product launches. The worst thing in the tech world is to announce a Great New Widget and not be able to deliver it to demand. Doing that gives competitors time…
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