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MoCo The Good, The Bad, and The Ugly.

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Old 11-17-2012, 08:52 AM
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Interesting read

Harley-Davidson Management Discusses Q3 2012 Results - Earnings Call Transcript



Quote:
Your next question comes from Sharon Zackfia of William Blair.

Sharon Zackfia - William Blair & Company L.L.C., Research Division:

I think on several of the Analyst Days, Keith, you've talked about kind of getting back to Harley's roots in innovation and kind of how that would impact models in years going forward. And I guess, this model year changeover, it looks more like tweaks to existing models, rather than what I would call real innovation. So I was hoping you could give us some insight to what we should be expecting in the next 2 or 3 years and whether you think that innovation will be more critical to the U.S. consumer or more geared towards the international consumer?


Keith E. Wandell - Chairman of the Board, Chief Executive Officer and President:

Okay. That's a great question. But first, of all, let me just sort of set the backdrop again. So the year is 2009, sales are off 40%, revenues are down significantly. And so, we've got a reduced budget around spending in the whole business, including product development. So that's number one. Number two, is we are taking the reduced amount of money that we're spending on product development, and we're developing products for Buell, MV Agusta, as well as Harley. So I think you can sort of get the idea that we were sort of constraining the amount of development, innovation and new products that were pertinent to the Harley-Davidson brand, number one. And you lay over that the fact that at the time, 4 of these new products that you're talking about, which are the new innovative products, not just the tweaks or the sort of the model refreshes, it was about 5- to 5.5-year product development process. So 2009, that takes us out to 2014 and 1/2 before you would see any new products coming through. But remember, that we were constrained on what we were developing in that time. So what we've done is, in addition to focusing strictly on the Harley-Davidson brand by getting out of Buell, selling MV Agusta, et cetera, putting more money into product development, we've also shortened the development time through a lot of really hard, diligent work. And so the answer to your question is, if you think about the timeframe of the new product development process being late 2010, 2011, we're into the 2015 timeframe before we really start to see a lot of these products with the new innovation that are focused on international markets, outreach customers and core customers. And we do have products in development that are exciting, that I think, and we all believe, will inspire every one of those markets that we just mentioned. And just so you know, Sharon, this is one of our biggest frustrations in the company. Because we would like to have these products here today. But given all the things that I just mentioned, it just simply isn't possible. All I can tell you is, and while we don't talk about specific products that are in development, all I can tell you is, I think that we, our employees here, I think we're more excited today about the array of products that we have under development, that we're going to be bringing to market, than maybe we've ever been in the history of our company.


Sounds like 2015 is the year we see water cooling.
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Old 11-17-2012, 09:15 AM
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...won't be worth squat unless there are thousand of dollars of shiny little trinkets we can buy to accessorize.

...just sayun
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Old 11-17-2012, 09:45 AM
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d j has forgotten more about Harleys than you'll ever knowd j has forgotten more about Harleys than you'll ever knowd j has forgotten more about Harleys than you'll ever knowd j has forgotten more about Harleys than you'll ever knowd j has forgotten more about Harleys than you'll ever knowd j has forgotten more about Harleys than you'll ever knowd j has forgotten more about Harleys than you'll ever knowd j has forgotten more about Harleys than you'll ever knowd j has forgotten more about Harleys than you'll ever knowd j has forgotten more about Harleys than you'll ever knowd j has forgotten more about Harleys than you'll ever know
I already own the last Harley-Davidson I'll ever buy anyway. So these new innovations don't matter.
That being said, I'll never sell it. The next bike will be in addition to the fleet. Probably a sport touring bike.
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Old 11-17-2012, 09:48 AM
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Originally Posted by TimmyD View Post
...won't be worth squat unless there are thousand of dollars of shiny little trinkets we can buy to accessorize.

...just sayun
Like a timing cover.... (for water cooled)
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Old 11-17-2012, 10:38 AM
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Shiny coolant hose covers with a skull motief...


And SE colder coolant...for off highway use only.
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Old 11-17-2012, 12:09 PM
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Quote:
Originally Posted by d j View Post
I already own the last Harley-Davidson I'll ever buy anyway. So these new innovations don't matter.
That being said, I'll never sell it. The next bike will be in addition to the fleet. Probably a sport touring bike.
This, next bike will be the Power Rangers edition Beemer
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Old 11-17-2012, 12:14 PM
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2016 could see me on a new bike?
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Old 11-17-2012, 12:48 PM
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This, next bike will be the Power Rangers edition Beemer
Why yes. R Series.
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Old 11-17-2012, 12:53 PM
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Get 'em while they're still air cooled.
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Old 11-17-2012, 04:47 PM
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Like a timing cover.... (for water cooled)
A chrome radiator cap.

joe
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Old 11-17-2012, 05:12 PM
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Get 'em while they're still air cooled.
if its done right I think water cooled would be great for the hot summers
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Old 11-17-2012, 05:36 PM
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Bone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever know
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Originally Posted by dippsy View Post
if its done right I think water cooled would be great for the hot summers
Radiator placement is gonna be key. If they're in front of the rider, they're gonna dump heat on you. It'd be nice if Harley went to oil-cooled heads like BMW did.
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Old 11-17-2012, 05:38 PM
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y2kflhr has forgotten more about Harleys than you'll ever knowy2kflhr has forgotten more about Harleys than you'll ever knowy2kflhr has forgotten more about Harleys than you'll ever knowy2kflhr has forgotten more about Harleys than you'll ever knowy2kflhr has forgotten more about Harleys than you'll ever knowy2kflhr has forgotten more about Harleys than you'll ever knowy2kflhr has forgotten more about Harleys than you'll ever knowy2kflhr has forgotten more about Harleys than you'll ever knowy2kflhr has forgotten more about Harleys than you'll ever knowy2kflhr has forgotten more about Harleys than you'll ever knowy2kflhr has forgotten more about Harleys than you'll ever know
placement is going to be key, there are plenty of jap bikes that have radiators and aren't horrible to ride, I remember riding my magna into manhattan a lot when i was younger and sitting in the tunnel and watching my water temp go to red so even a radiator isn't the perfect solution, maybe if they air condition the tunnels it would be better.....
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Old 11-17-2012, 05:43 PM
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Bone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever knowBone Stockman has forgotten more about Harleys than you'll ever know
Or, you know, you could get the hell away from NYC......
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Old 11-17-2012, 05:48 PM
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Quote:
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Or, you know, you could get the hell away from NYC......
Like we haven't been pointing that out at least 8-10 times a year already.

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