#Personalities
29-Oct-86 20:51:34
Sb: #37715-#Personalities
Fm: Don Curtis/SYSOP 76703,4321
To: Richard Rae 72177,3516
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Rick,
That has been true since the days of P.T. Barnum. JT doesn't have to
please the dealers and/or suppliers, he only has to have a product that will
sell. Look at his initial moves while with both companies. JT's computer
products were moved into Computer stores where thru various sales pitches, he
convinced them that JT had a better mousetrap. When the dealers discovered he
did have a saleable product, and started to order more. JT started to make
outrageous demands, and dealers that didn't follow the demands had to put up
with incessant rumors of the machines moving into the Mass Market where they
would lose their "golden egg". Didn't matter, JT moved them there anyway.
By that time, the suppliers were getting "Jacked" around but he had
such large orders, for mostly startup-companies, they had to put up with his
nonsense. By the time everyone caught on to his tricks, it was too late.
JT makes great noise about little things. Example, he hasn't denied
the stories that the ST was "created in 6 months from an idea to a product at
January CES". While it is true that JT took over Atari, and 6 months later
showed the ST (a working model)….the fact is that when JT left Commodore, he
formed Tramiel Technology, and TT was working on the ST long before Atari was
given to JT. Atari just gave him a base to market the product from. Look at
the Operating System. GEM, while a good interface, was brand new. The ST is
the first computer to use it as the OS, it is a product of DRI. Once a big
name in the computer field, it was rapidly losing ground to MicroSoft. Both
DRI and Atari needed something "new" to make the dealer's believe in both
companies and JT again. GEM was it. The ST is the testbed for GEM.
Fact is, it is all a matter of timing. JT happen to be (or manuvered
himself to be) in the right place at the right time. Warner was in big trouble
with Atari, DRI needed someone to pick up GEM as the standard OS for their
computer, RAM and CPU prices were the lowest they had been in years, dealers
needed a boost out of the computer slump, suppliers were in the same shape as
the dealers, JT had no company. It was almost a no-lose situation and JT took
advantage of it very skillfully. JT is no slouch, he has great business sense
and the ability to make money….let's give him credit where credit is due. He
creates a perceived need, then fills it. He just doesn't make many friends
along the way.
As far as JT buying Commodore back….no way, at least not now. He
won't have the money after the public offering. He will get somewhere around
45 Million with the public offering. That will be just about enough to pay off
the debt and leave him less than a Million in operating capital (albeit he will
also have no debt). Commodore _WILL_ report (or already has) a 2nd consecutive
profitable quarter, their stock is up on the market 50% over what it was 6
months ago and still climbing. The Amiga has outsold the ST in the US and will
soon be available in large quanities in Europe. The Amiga OS is a lot more
solid now and the software base (of _released_ software) is about equal.
Commodore is committed to the Amiga (as is Atari to the ST) and with
the improved financial picture….I can't see any situation where Atari will
buy Commodore.
NOTE: This is NOT a comparison of the 2 machines! Just comments on JT
and the companies in general. Let's not start another ST vs Amiga war!
Don