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schoffer

05/03/01 11:25 AM

#8290 RE: gotinearly #8289

You maybe right, but I guess there must be lost of OEMs who are waiting for SEVU to start manufacturing SecureView to place big orders.

The other question is where are the shorters? Maybe someone did succeed with SEC to stop them? That would be interesting to learn what happens next week, whether George will announce shippments of Secureview.

Any thoughts?

dk76

05/03/01 11:39 AM

#8291 RE: gotinearly #8289

I'm looking at future production a little differently. I'd like to know what/why is the constraint. Components? Money? Labor? Quality? Is there anything else?

If current sales (or whatever) can fund future production, money shouldn't be a factor. Labor is infinite, so that's no excuse. It seems to me that as long as they can obtain parts and they don't incur any quality problems, they should be able to build as many as they can sell.

I know it's not quite that easy, but if they can pump 10K out the door, they should be able to replicate the process and do it much more efficiently in the future.