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Old 26 October 2024, 12:20 AM   #61
brandrea
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Old 26 October 2024, 01:00 AM   #62
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I used "cannot manufacture a bezel" loosely. Of course they can, they're likely cranking them out in the thousands per year.

But to assume Rolex has issues in producing them, to me, is absurd.

Any company that makes an estimated $20B per year in top-line revenue could easily hire the crème de la crème engineers. I'm not talking watchmakers, I'm talking ceramic, materials, and chemical engineers. To put $20B into perspective, Rolex would fall within the top 200 largest companies in the US on a net revenue basis, or approx. top 40% of the S&P500. That's alongside the top manufacturing and tech companies. This isn't run-of-the-mill type access to resources.

IF Rolex is having manufacturing issues, and I mean that as a big IF, it would solely be due to their own decision making. The technology to make a bi-colored bezel with red as the base layer and blue on top AT SCALE is absolutely there and achievable.

Assuming there truly is a shortage of these watches compared to the other GMTs, the only scenarios that come to mind are (a) Rolex is doing this on purpose to sell more ladies DJs or (b) somehow, someway, never thought to engage the appropriate engineers.

My opinion, ADs get these. They lie to you. SAs are your friends, sure, but their job is to sell watches and keep you happy. They may get slightly less than the blue/black GMT because this is their GMT icon. Rolex may want the BLRO to be limited, who knows. But ADs don't receive "1 every 3 years." That's ridiculous. Many ADs read the forums, they know the game. "We haven't seen any" is the nice way of saying "no way, Jose. Not for you"

Until Rolex confirms issues with manufacturing the bezels, it's all hearsay.

Just my 0.02.
Rolex revenue is estimated in the $10B range. Compare to Boeing at around $75B. We know Boeing is struggling, why can't Rolex be struggling?

Your argument that revenue relates to a successful innovation is not at all valid. Several manufacturers were pushing out ceramic around the time Rolex was trying to get the BLRO into the showcases. It's more likely that the BLRO wasn't ready for prime time, but Rolex pushed it out anyway to keep up with their competitors.
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Old 26 October 2024, 03:03 AM   #63
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Rolex revenue is estimated in the $10B range. Compare to Boeing at around $75B. We know Boeing is struggling, why can't Rolex be struggling?

Your argument that revenue relates to a successful innovation is not at all valid. Several manufacturers were pushing out ceramic around the time Rolex was trying to get the BLRO into the showcases. It's more likely that the BLRO wasn't ready for prime time, but Rolex pushed it out anyway to keep up with their competitors.
Can’t compare Boeing to Rolex. Boeing’s current financial status is not in any way related, and very much self-inflicted. Different products, different segments, different financial status. Apples and oranges, as they say.

Not once did I state revenue related to success. It does, however, relate to available resources. More top line, more ability to invest into R&D.

I’ll reiterate. If Rolex truly is struggling to lay blue on top of a red ceramic coating, then this is very much self-inflicted. Not a limitation of technology.
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Old 26 October 2024, 04:20 AM   #64
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