Well, Mueller claims they're going to release more machines in 2019 than any manufacturer has in a year, in the history of the industry. He didn't say Stern era, or even solid state or DMD era.
That's got to be hyperbole, and probably refers to DMD era. What was the max for BW? 5? 6?
Even assuming they can get all these games out, they're great to play, reliable, well built, more affordable, look good, the software's excellent, and that they can manufacture more machines than the rest of the industry combined (as was implied previously) .... where is the demand?
More importantly, even if there were potentially enough buyers (globally) to support this level of production, where is the distribution network and where are the retailers? A big enough one for arcade and pinball machines hasn't existed since the 90s. He obviously wants to do direct sales, but that's probably only going to work in the US (& maybe Canada), and then, he better have planned for millions in marketing budgets (net, print, TV), else who's going to know about them, much less buy them?
From talk I've heard, and what has been implied by Robert, a modular software framework that allows very quick implementation of rules and getting machines playable very swiftly seems to be their ace as far as development is concerned. This is great, and long overdue - more so if the end user has access to an API. Manufacturing, and BOM costs, well I guess we'll see about that.
But why release everything en masse on your *debut* ????? Just why.
You flood the market, almost ensuring lower sales for not just the industry, but your titles too, and placing a huge amount of pressure on keeping the pipeline going.
This seems mad, given that interest rates in the US are expected to continue quickly upwards in 2019, public and private debt will snowball, Trump shows no sign of backing down on his global trade war, major economies are looking either very shaky or potentially entering crises (Turkey, Italy, UK etc), China is cooling off a little and debt levels are getting a bit dangerous there. 2020 *could* be a cataclysmic year, and if there hasn't been a major shock and economic consequences by the middle of 2021, I'd be really surprised.
Why blow your load like this, given the way the wind is blowing? Pinball market is already a bit overheated, and in danger of market saturation even before they launch.
Maybe they want to be the #1 right away, but even if that happens they risk catalysing a crash in the industry, which will screw them as much as anyone else given their apparently very large investments. Unless this is all just a tax write off, so the cost of cornering the market is immaterial?