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Yes if revenue has just been delayed they would have UPGRADED...

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    Yes if revenue has just been delayed they would have UPGRADED the forecast for next year and told us. If they still have the same forecast for next year the drop in revenue this year has been lost, not deferred. I suspect they are becoming more cautious about giving such specific guidance. It will be interesting what they eventually say about next year. I would prefer if they under promised and over delivered.
 
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