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Message: Re: 100/200G Samples delivered?
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Jul 20, 2021 09:49AM
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Jul 20, 2021 01:42PM

Mazan, would we really like to hear they are delayed in the shipments and get another target date?  

My assumption is there is some delay, as has happened several times over the years. Hopefully, if there is any delay, it's very minor.

Management makes a statement about expectations which I believe to have been made in good faith, but with an optimistic bent (with which I don't have a problem).  I think many companies do that, especially developmental ones. 

Sometimes, I think these forecasts are made by the company partly due to pressure from this board. Perhaps the company jumps the gun a bit at times,  and then we jump it a bit based on our desires and expectations.  

I view things with my natural lens of skepticism, that's my mind set in many areas (180 degrees from my friend Sula - LOL).  I like that Poet remains very upbeat in its prospects, it's a good blend for me.  

Obviousky, the above is purely my speculation. 

 

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