The didn't say their customers dropped to 23. Those are the number that were contributing to the cy guidance. 23 of many others who's impact is due past the cy.
Now I had a follow up with Dirk and he confirmed that they are still confident in their cy guidance and also reassured me that this I the last time well ever see a drop in a 4c, the pipeline is that strong. He also said the drop in receipts was an unfortunate consequence of the cyclic nature of sales in early stage sales after I questioned the drop even considering the two delays I mentioned in my prior post.
Good luck all
AJX Price at posting:
63.5¢ Sentiment: Buy Disclosure: Held
