Yes that could be true. Shipping them could be a problem as well. The devices are produced in China and Israel, I believe. China might be coming back online soonish, and the virus situation in Israel is being handled well. But, sure, they are going to have problems. By my calculations they only sold about 1400 devices last quarter. 4c this month will be interesting, but still, the complete platform is not really up and running yet.
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