4 ms·
This is a back of the envelope, not cognizant of all of the factors, estimate. We don't know what the pacing item of the manufacturing is. It could be sub-ass
by budman1 6mo ago
This is a back of the envelope, not cognizant of all of the factors, estimate.
We don't know what the pacing item of the manufacturing is. It could be sub-assemblies from another company, raw materials, final assembly workers, facilities for final assembly, or a lack of capital to address these shortcomings.
Double the price you are willing to pay, and I bet the rate goes up a lot. You can build a new building in 6 months. In 90 days you can hire and train enough new workers for a third shift.
At the current demand, and the current sales price, and the current planned procurement's, that is all LM can make....
- CharlieDigital 6mo agoI have a saying I use with clients: "anything is possible with time and money". Certainly, anything is possible. But this is a current and present risk if China were to make a move in the next month (if we agree that anything is possible). Author is saying "this is a clear and present risk", not that "this can't be solved with time and money".
- budman1 6mo agowe are in agreement. what we don't know is what is the blocker? it maybe that LM is running at 10% capacity, with a lot of material in stock. a purchase order shows up, and they start a night shift next week. may or may not be a dire situation. unless, as you mentioned, we need them next month.
- CharlieDigital 6mo agoThat's the thing: this Iranian operation produced nothing of value for the United States but most definitely weakened our capabilities even if we say it is a temporary state until our supplies are replenished. Trading a rook for a pawn makes sense if you can take a queen. But if you just trade a rook for a pawn... Speak nothing of the waste of tax payer dollars and loss of Iranian civilian lives for this nothingburger.