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Non-Tech : Simula (SMU)
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To: LAWREAL who wrote (779)11/14/1997 4:18:00 PM
From: Noblesse Oblige  Read Replies (1) of 1671
 
Hi Lawreal,

The call was a "ho-hummur", as you correctly deduced.

The fact that Mercedes and Volvo have selected a "curtain" rather than ITS is old news, and reflects (principally) the reality that Autoliv would prefer to sell to clients something that was invented *there*. In the long run, Simula needs to establish relationships with all first tier suppliers, so the initial choices by these two firms (in my view) don't bear relevancy on the current situation.

The most important issue discussed in the conference call was the addition of ITS manufacturing capacity. In my view, the increment to Simula's manufacturing base is substantially more than what is needed in the next 12-18 months, so I am making a judgement that the extra line in Phoenix (where none was actually expected to be) is there not only as a "backup" for the British production, but is there to develop credibility with American automotive companies.

In time, we will see if I am right. Have a good weekend.
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