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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (22923)	9/22/2007 7:39:24 PM
From: TobagoJack	Read Replies (3) \| Respond to of 217709

guys, the factories in china are contract factories, meaning they make things to spec, no more and no less, per design, without variations, full stop. if any manufacturer is able to vary the design/spec/bill of materials per its own will, it would not get paid, and it is really that simple. so, a few events happen ... the spec is not complete/detailed, the principal says "show me a sample", the factory responds, the principal goes thumbs up, the factory revs up. mattel phucked up. the crib maker messed up. mattel realizes the wrongs of its ways, as it faces libel suit on the one hand and class action on the other. whichever the stronger case, mattel bends the other way. this is the weakness of a platform company, as it is only one of many intermediaries who can be disintermediated over an reasonable elapsed time. going to vietnam or thailand or even india is not an option for mattel, not in the short term and not in the long term, because Must give up the ghost of the ways of Business Week, comparing China to Brazil, stacking China up against India, drawing the wrong conclusions from Japan, and reference the Taiwan experience that is not applicable. Think, instead, once in 800 years renaissance, thorough systemic reform that takes time, but thorough in all cases, and reversion to the mean that is historically high, very high, and will make the 600 years accident that had been a ... oops, i forgot what i wanted to say ... never mind ... Stop thinking Captain James T. Kirk, the science fiction of Hollywood, and start reflecting on Zheng He chinapage.com , the real Sailor Sinbad of Ming Dynasty. We, gentlemen, are on a journey to TeoTwawKi (the end of the you know what as we know it), and should we hold to false premise, the journey will be puzzling, unfamiliar, and even strange. Put in-the-box thoughts away, ponder on the facts, reflect on what must be, and realize that this is not business as usual, but part of a grand cycle progression what inevitably must be. Chugs, J