Hey now, this is far more complex than ordering up a transistor.
This is co-ordinating so many peripheral details it is mind-boggling.
>3rd Qrtr 99 has become "fall" (in N. Hemisphere, we hope!)
i mentioned that to Jeanette and she was irritated that of course we are in the northern hemisphere so we mean Autumn in the northern hemisphere, and she was certain no Australian could be dissed by using the term Fall to mean October, November, so I backed off)
9GWs at start became 8, 16 at end of year became 14
125K UTs at end of year became 65K(?)
G* risk/reward is still attractive, but the schedule slippage for sure decreases the reward<<
no, it only decreases the immediate reward. The business will still build and brand, and by the time more handsets become available, there might even be a bigger demand for something so prized, we cannot say at this time
>> and may increase the risk. << the risk that the price of the stock may dip? or that we will lose customers? TO WHO?
>>It doesn't reflect well on G* mgmt, IMHO.<< Hey, there are many, many things that can go wrong even with the most redundant backups. Anybody seen that anywhere before? It is the attitude that I like with G*, they are doing the best they can and are trying not to let the hounds at their feet distract them from performing their best. I bet they (management) win. Martin
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