Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Curtis E. Bemis who wrote (28207)	9/12/1999 10:45:00 AM
From: Techplayer	Respond to of 77399

OT Curtis, I asked this question to a person that works at the plant in question (I believe this was in KC or St. Louis). His response was that there was no talk of backlogs and that no OT was being mandated to compensate for plant downtime. I am not sure as to which plant this guy that wrote the investment letter could be referring to since the plant that did the SAP update was doing 7re or 5 ess manufacturing. They certainly could not be behind by the thousands of units or LU is doing extremely well, better than we could all expect. This is my only point of reference. Brian

To: Curtis E. Bemis who wrote (28207)	9/12/1999 1:07:00 PM
From: elmatador	Respond to of 77399

As LU starts selling more abroad this is expected to happen. To ship, install, commission and support is established in the US. But when you have to deploy abroad, you have customs clearances, lack of able project management, etc. And then there are those local companies that LU buys or join abroad. Regardless they help you clich the deal, they want to benefit form it as well. There are guys there who meddle or have 'favorite' subcontractors to pass on some jobs, lots of Mr. Fix it... (15 years abroad doing that stuff, was part of my work dealing with the bones of implementing projects.) Hey, you have to translate that documentation in the local languages.