To: Alf who wrote (2890 ) 3/13/1999 10:36:00 AM From: Larry Brew Read Replies (1) | Respond to of 6180
Alf, Mucp has tried releases attempting to glamorize actions that are pretty much known to be in place. It's clear they didn't work. The press isn't the problem. It's the time frame between what they talk about coming down the line and it actually happening. Anything less than a large contract is pissing in the wind. Product cost is going to be a major obstacle. I explained how volume will reduce chip cost, a major factor in box pricing. It's not smoke. I spent 27 years fighting chip production costs. Another serious issue is inventory control. That worries me also. It's what separates winners from losers. Example is Dell vs Micron Electronics. Both with the best p.c.'s in the marketplace. It's training I had stuffed down my throat at T.I. for years. Started to be recognized about mid 80's. Most tech industries that deal in volume. On time delivery and no inventory is the lesson. Michael Dell is perfect at the game. Micron, like many young companies, built inventory based on placed orders looking out 6 months or so. They've since hired a top v.p. from Dell just for this issue. Unfortunately he's a dumb ass in other strategies, but that's another story. The smart ones push 'on time' from their suppliers, never having to be caught with the shelves stacked to the ceiling from cancelled orders. You don't learn these things in Engineering school. It's why so many brilliant start ups fall on their ass. I'm guessing, hoping, MUCP has contracts going and waiting for the numbers before more press. Too much b.s. press leads to skepticism. I also hope they also have managers and not just engineers put in management positions. Managers are born, not made. Weak press may give a small trading bubble, but does nothing for the integrity of the company. These bubbles stung me. I'd just as soon MSU shuts it's mouth until they have the big Kahuna! If it doesn't come we're all screwed anyway. MSU included. Larry