Taiwan's Big 3 Drop Production 40% in Q1

[DarthRider]

From Dealernews Online:

http://www.dealernews.com/dealernews/Breaking+News/Taiwans-Big-3-Drop-Production-40-in-Q1/ArticleStandard/Article/detail/596695?contextCategoryId=2704

[JCsman]

The raw number is pretty bad. But a bit more detail is pretty interesting.

SYM got HAMMERED in January, just 21% of last January. But the climbed way back by March to about 50% of the same month last year.

Taiwan Yamaha, on the other hand has been pretty consistent at cranking out (roughly) 2/3 of production for all three months from last year.

What's it mean? Dunno. Lots of thoughts about whether cheap beats not-cheap but better.... who rebounds better, etc.