Here's my take on capacity limited. My take is that these guys will/should sell as much as possible and will/should find ways not to hinder their production capabilities if the orders are there. If they are holding back on thier "surplus" avaliable they are complete idiots. A new "plant", as refered to in the past, build by Alfa is IMO is talking about the production module itself, or the popcorn/yogert machine as we refer to it. I don't know how many of these machines are in a suite but since the prototype is built any number of these units can be built fairly quickly, I would assume, since they have built them/it before...especially if they ordered in quantity. At 50K a pop, maybe even less if ordered in quantity I would think that these guys could ramp up production quickly with additional suites added to their new production facility to accomodate the demand. Or, maybe they want demand at a maximim to allow for the asking of more $ for product. I just don't understand or see how they can have a good sound marketing strategy with the idea of sales with "surplus" limited. They need to instill in their clients, or potential clients, that they can accomodate on the basis of timeframe, quality and cost.
Am I just seeing things incorrectly here or what?
