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Non-Tech : Simula (SMU) -- Ignore unavailable to you. Want to Upgrade?


To: Jaime H. Ayalde who wrote (1485)11/3/1998 9:05:00 PM
From: raefon  Read Replies (1) | Respond to of 1671
 
Wow...

You guys are so incredibly negative. I haven't read the thread in quite some time, but Jaime you were always fairly positive....

Is there no value to this business? The stock is trading at a ridiculous valuation...can someone tell me WHY I shouldn't buy the stock here?



To: Jaime H. Ayalde who wrote (1485)11/4/1998 10:36:00 AM
From: greentree  Read Replies (1) | Respond to of 1671
 
Fact Check:

"But the reality is: . . . SMU has been check mated by autoliv as they produce and control the heart of the device, the inflators."

Simply wrong.

The inflators are the commodity aspect of the product, generic and simple to make. Autoliv adds the inflator, just as any distributor will (TRW, Delphi, etc.). Certainly in no way "the heart of the device".

Stay tuned for more on the Mercedes recall of all Autoliv curtain equipped cars. Seem the product is bad. How can that happen to such great chess players Jaims?