Ann: 13th Record Quarter of Revenue, page-9

That's a fair pick-up afnut. I think Todd's comment on the bottom of page is an acknowledgement of the impact the indue delay has had on revenues in the March quarter (which talks to your point).

Nevertheless, he does go on to say they maintain full year guidance (which was issued at the beginning of the March quarter) so it appears the company has taken that delay in its stride in being able to meet full year guidance. I guess some could argue they should have set a higher full year target to begin with, given they expected Indue to settle at the beginning of the year, but my view is I would rather have conservative numbers that are met or exceeded than ambitious numbers that are missed.

Cheers, Sharks