Quote:
Originally Posted by pilotbob
I think he ment that Amazon can invest in PVI to help them expand their production capacity which will inturn allow them to build more Kindles. They could as part of the deal tell PVI that they extra screens can only be used for Kindles so Sony and others would be able to get extra screens.
I would hope if PVI has more orders than capacity they are already trying to figure out how to expand production.
BOb
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Having worked in high tech (and I'm a "she", by the way), I have never yet seen a high tech company that was not willing to go to (often ruinous) lengths to meet implied demand. PVI wants to get as much product out there as they can while demand is high - who knows, next month Xerox might have their 20-years-and-counting e-ink technology ramped up and undercut them on price.
Amazon had trouble producing product before the current screen shortage, which implies to me that Amazon seriously underestimated order volumes and whatever CM facility they are using doesn't have capacity to build more (or, more likely, has other contracts to fulfill and can only tool up for the Kindle line in between other projects). The wonder of JIT, most often known as "Not Quite In Time" instead.