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Re: stocker11 post# 34914

Wednesday, 03/31/2010 8:57:58 AM

Wednesday, March 31, 2010 8:57:58 AM

Post# of 312016
They could do that, and/or may already be doing that. But what they've announced so far is 45 sites in Florida via a single JV, a handful of individual JVs in other states, and that they have 3 or 4 JV applicants from Europe already in-progress.

That said, I'd bet they're fast-tracking the applicants who either have existing facilities and connections to be able to rollout P2O fastest, and/or doing more ADAs (like Florida) which will allow them to divest themselves of all the work required per site.

As for keeping up with the orders -- what a great problem to have! But I recall that the Chinese manufacturer (as a reference, since I think they're not married to them) said they could produce 1 processor per day with a 30-day lead time. If that pace become the bottleneck, then it's a massive success.

As for the installation of the processors, URS is an extremely large organization with a presence in every country I could name. They seem to have this well thought out IMO.

Stu