I guess we at the end of the chain are just starting to see the disaster which will soon be upon us. For example, I recently ordered a simple computer display from Dell. I have been a Dell customer for thirty plus years, but alas, they are in a total mess in my opinion. First display was rescheduled for several months in the future so was cancelled. Second display was sent via some low cost carrier who immediately seemed to have lost it. Tracking did not work.
When USPS becomes more reliable than these other carriers you know we have real problems. I suspect the system will be near total collapse in January of next year. This means massive disruptions in revenue not to be seen until the end of Q1. Watch the hedge fund guys.
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