re: Am I the only one who thinks the market's reaction to the coronavirus outbreak is...

My perception is warped because I live in Hong Kong, but I definitely see an impact, and not just in HK. My entire Asian supply chain is pretty screwed up right now on both supply and delivery sides. Some issues with customs and clearance and government office being at bare minimum staff are impacting exports.

We always factor in Chinese New year productivity losses every year, but this year that goes from 1 week to maybe 3. That is significant. It might also be compounded that CNY is earlier than usual, which puts it closer to end of previous year where you work down inventories, so you have less buffer at CNY.

My hope is that this will be made up for with a rebound in Q2.