However in their comments management stated that phased in demand will now be spread out over the next three quarters which is a push back from comments made during the earnings call in early September in which they said the "next two quarters" . So apparently some orders have ben delayed either by customers or by the amount of time it will take to get the new molds made.
Also high volume, low cost products probably also mean low margin products.
Close Aussie. I just viewed the presentation from California. Very impressive. Also noticed that they have a banking arrangement for expansion of their product line. All very positive. Aussie was it luck on the timing of the 8-K. LOL
Tiger, Of course it is a push back. That is all this company does: Promises six months out some inflection, then they move it further out with each communication. All of this to get 15% growth, and the $700k pushed from last quarter will be half of it almost.