With all due respect, and full politeness...
Would not ETA just turn those ebauches into full movements?
say they make 10 million movements and 10 million ebauches per year right now. (They have a capactity to make 20million ebauches per year, along with parts for them..) they stop selling ebauches all together.. wouldnt their total output then realistically be more than 10 million movements per year? Not quite a full 20, but certainly close, right? It's not like they are going to slow production... those half movements will probably be finished into full ones, right?
Also, the many brands like hublot, panerai, etc going inhouse or to other companies in light of all this, that would mean the total demand would drop a little bit?
It is an interesting subject, and I'm not quite sure what is going to happen, but I'm just not quite so sure that ETA is going to drop their production down so much.
On a side note: is ETA then planning mass layoffs?