RE: >>> They clearly were not ready for any volumes when they had their launch ceremony. For example there was only one engineering servo writer in the plant. They are several weeks away from any appreciable quantities would be my best guess. <<<
Stitch, Did you attend the ceremony? (I'm curious as to where your info came from, and what else you might know about these folks).
Were any of the OEMs present? (IBM, Compaq, NEC, Vobis, Acer, Dell, NEC, Sony, Sanyo, Aiwa, Gateway) Did they make any comments?
They're forecasting a first month production target of 5,000 units, growing to 120,000 units per month by the end of this year. In your opinion, (and assuming the demand is there), do you think the facility will be able to handle that level of volume in that period of time?
Any other info you could pass on would be appreciated. Thanks.
Regards - Dale |
