i don’t get the impression they’re hiding anything. They...

i don’t get the impression they’re hiding anything. They committed to hitting production capacity of 150 per month by Dec, and so they did that. They’ve always said sales will take time to ramp up, and that’s turning out to be very true - probably more true than they expected. Sales are also needed before they commit to anything in China. Proving they can build 150 per month was part of what’s required to be able to commit to a Telco they can fulfil an order if the Telco puts one in, and partly to prove to themselves they genuinely did have capacity to expand.