Not disputing that. They indicated both sets of wafers would be fabricated this quarter.
What you are wrong on is the idea that they actually produced the platform lot wafers, buggered it up somehow and then need to redo it.
they never manufactured the second platform lot wafers. despite indicating in an earlier ann that they would be fabricated at the same time.
this is business. Plans change. You would appreciate this from your own time in the corporate world.
the plan, somewhere between that last ann and starting to fabricate the non platform lot wafers, obviously changed to fabricate one after the other, as opposed to at the same time.
it's 8 weeks later than what was hoped. Big deal, they needed to readjust the plan - for the better no doubt. Which Is actually a good thing
4DS Price at posting:
12.0¢ Sentiment: None Disclosure: Held
