GT Advanced Technologies Inc fka GTAT

[Netsurfer]

I agree that the skill set to tear down and crate is less than for assembly and commissioning but there is an advantage in the later as that team knows how the parts were crated and knows how to repackage the parts. Not to say that it has to be done that way but a systematic approach makes things easier. The Mesa units could be packaged totally different but some standardized procedure should be established.

As azguy stated GT burned most of the temp agencies in the area so unless they take on the trained work force direct getting them back will be difficult.

The opinion of the aftermarket supplier in China is that after the GTAT BK and some quality issues before the BK that most Chinese manufacturers are steering a wide course around more GT units. Also these were mostly LED OEM's. A bidding war would be nice but it may not happen in China where there is a large installed base already. It could be more of an excess capacity issue than not wanting GT units. Maybe a bit of both!!

As you say a lot of what is said here is opinion but a differing opinion may stimulate further discussion and prompt alternate thoughts......there just might be some value in alternate ideas especially if they differ in a given position.