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Rich, this argument has been raised, as you know, since the last CC; at that time, I made the same point that you did,e.g. Lev was discussing cells, since that's their product. Subsequent discovery, including financial analysis, sunk my contention, and the consensus was that 1800 batteries were needed to break even, cashflow. The statement that this could be accomplished on one shift was made by FMK, not Lev. That was then. Apparently, Lev is choosing his words more carefully; when he says cells,IMO he means CELLS. I do not believe that the structure of the cell causes a semantic problem. Lev knows that a battery is a finished product consisting of X cells, regardless of the details of the structure of the cell, itself. From what skyhi and Mark have said, it appears that the line is running at reduced speed, and Larry is correct, but not necessarily complete. The line, from what I gather, can be speeded up as quality control allows. Bottom line, they are not at breakeven on a single shift basis, yet. Maybe soon. |
