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Hi, I'd like to correct three things about Polish manufacturers:
  1. ZNLE received two orders for Dragon locomotive and now thwy are negotiating third, bigger one for Balkans. During Innotrans they also claimed that Dragon is finally available for different voltage systems (AC, DC, MS, just like Griffin), with more power (up to 8,4 MW) or as a diesel (2300kW).
  2. Newag isn't more successful in DMUs. They've already produced more EMUs than DMUs and now they're working on next order.
  3. There are two big Polish manufacturers, not three. ZNLE belongs to Newag and both companies will merge next year.

I don't expect an recession for Polish manufacturers in next couple of years because EU funds. Within current EU budget (2007-2014) local operators want to buy about 100 new EMUs and DMUs, and next perspective (2014-2020) will be even more rail oriented. If they don't forget about exports (especially Newag) they should easily survive until 2020.

PS. ZNLE expects that the first order for Griffin will be finalized to the end of this year.

by ko on Sun Sep 30th, 2012 at 08:02:29 PM EST

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