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Non-Tech : Simula (SMU)

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To: Noblesse Oblige who wrote (1509)11/23/1998 2:07:00 AM
From: Jaime H. Ayalde  Read Replies (1) of 1671
 
Hi Noblesse,

I will rephrase the previous exchange out of respect to you.

Mexico is an event. Albeit apparently unrelated to SMU. (Product wise). Related, through the mere fact that the events are in transportation safety, which I last heard SMU was trying to be a player. TRW branching out to politically control manufacturing ability and technical expertise is one more step in their commitment towards an enormous business opportunity. BTW, these are the opportunities "we" (Share owners) thought SMU could exploit. We will see what products Mexico Industries is producing in 36 months. Will SMU exist? And if it does in what form? I am not going to expound on matters of the future. Was it Greentree that brought attention to the possibility of the ITS being copied in spirit well over a year before reality? It happens all the time, how did windows come to exist, how about Compaq. The first clone was a copy from IBM, and look at them now. Sorry I digress.....

What is happening at AI. I thought AI, (Airline Interiors) was going to be a player in that market. The seating and 16-G retrofitting demand is out of whack with the current supply. SMU did seem to be making a good case listening to their dog-pony show on how well it was going to do as soon as ......"just give us one more quarter?"

I really dislike shills... Greentree do you see anything wrong with this company? Expound on reality my friend. How many shares has management accumulated the last 6 months? Maybe SMU can start cutting costs by letting you go.

For those that read this and take words verbatim, I know Compaq did not “copy” the clone but developed the same bus through a closed think tank. Separate but the same.. two persons can have the same thought process.

It was a great weekend, thanks, looking forward to Diciembre,

Jaime
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