i think they should all come and face the music - looks like the...

i think they should all come and face the music - looks like the company has done alot this year with the hirings etc and the company interactions but equally nothing has been translated in to firm PO's and even things like Visteon are open to our imagination.

Really need to get CK, AS and the others to restate the vision. Certainly would be interesting to hear CK's vision - i think we tend to think from a basic fastener perspective and I wonder whether there is significant value in the system architecture - certainly CK being ex microsoft, would make sense that he is building the systems for the future.