Which will be my last straw :)I get manufacturing is increasing...

Which will be my last straw

I get manufacturing is increasing with new manufactures coming online, but if he can't meet the guidance that THEY provided then any future guidance is worthless. Maybe at that point I will pop into their office and see what's up?
On the other hand I am quietly confident that guidance should be met and exceeded as the bar has been set exceptionally low with only accepted and known orders from last year being included.

We have been told demand is there, just not supply, for now.