To: Peter O. who wrote (2472 ) 3/22/1998 12:25:00 PM From: John Curtis Read Replies (1) | Respond to
Well, I haven't read the entire article....yet(now I'm gonna have to run out in the snow and get it, thank you very much! heh), but clearly there's a window of time open to VLNC, during which they can get product out the door more massively than the competition. This window is between now and 2nd half of '99, if my read on the competition and where they stand in relation to VLNC, is accurate. If VLNC fail's to execute within the window they may still succeed, but not to the degree everyone hopes, because by then the big-boy's should have caught up and begun to bring their significant market power to bear on weee little VLNC. Kind'a like a supertanker going up against a catamaran in a narrow waterway, somebody's gonna get crushed, moved out of the way or brought on board, and it certainly won't be the tanker, heh. However, if they hit their window they can build up critical market "mass" and survive into the next round, perhaps to be bought out, etc., who knows, eh? But also most probably at a price higher than should they stumble trying to get thru said window.
