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On4 Communications ONCI
(Total Views: 221)
Posted On: 12/14/2017 11:50:28 AM
Post# of 40991
Posted By: tigerpac
Re: INSTATRADER #3114
Quote:
BREEZE, do you know for SURE when all of the deals SHIPPED?

I would write off the whole final month of Q4 deals as not shipping in the Q.

Im sticking to ~$790K as its a 50% increase Q/Q and we havent seen any increase in PRODUCTION CAPACITY as of yet.




Something I touched upon days ago. Production capacity needs to show proven increases to catch up with demand at some point. I think the sales pitch is including something like this right now.

"place your order now because the longer you wait the further out the delivery time will be. Why let your competitors get a headstart on you or risk just one more accident because you couldn't decide to order..."













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