Apr. 17 at 12:17 AM
$GKPRF ........
I reread the internal New Jersey Transit article about the Alstom fleet contract tonight. One thing stands out: OEM fleet programs don’t come as one giant lump‑sum award. They’re structured across all units in the fleet, delivered in batches, with standardized subsystems.
If an OEM specs a vendor into the build, that vendor doesn’t get 10 units. They get every unit over the life of the program. That’s how 374 vehicles at NJT are handled — one spec, one standard, one integration path.
This is the part many missed when asking why GKPRF wasn’t announcing “
$80M–
$100M contracts.” Transit OEM work doesn’t show up as one headline. It shows up as recurring waves: hardware, installs, software, subscriptions, upgrades, replacements, and follow‑on orders.
Over time, those waves add up to the big numbers people used to talk about. Not all at once — but cumulatively, across multiple agencies and multiple refresh cycles.......( cont'd above...)
