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Old 23rd May 2014, 04:19
  #4262 (permalink)  
Vorsicht
 
Join Date: Feb 2005
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The capacity war appears to be in a hiatus now
I actually don't think that is the case. Don't forget that Borghetti started this by openly stating he wanted to take market share off Joyce and proceeded to do so.

I think that all that has happened is that Joyce (or the board) have capitulated and given up the line in the sand. Borghetti, on the other hand, is most likely pressing full steam ahead in his plan to continue to take market share off Joyce.

Note also that the two had different objectives. Joyce was targeting capacity, seemingly at the expense of market share if necessary. Borghetti doesn't care about capacity, he is only interested in market share, and I think that is the critical point and one that was lost on Joyce.

So the war is still on, just that it was only a capacity war in Joyce's mind, not JB's
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