Don't mean to say Jason making excuses. But it can easily be an excuse. Management don't have to show proof how orders were planned and moved between Dec and Jan. Further, how much was ACTUALLY moved forward, 1m or 20m, did he say?
My view, their numbers give the answer. Obviously, no matter how good a quarter they had wasn't going to detract from shorts looking for anything to bust them. If they had the option of moving business ahead, and if they executed on that option, that's called brilliant!
Gross Margin 50-52% expect this to be for next qtr. also but want to raise it beyond that. It could change base on mix of product sold. Hard to tell at this point. Mention a new customer, but could not give any information because customer hasn't announced yet their offering. Not sure if this was in Hand helds or LED market. Must be a smart phone new customer just mentioned.