Yes, perhaps we've seen the bottom, but I won't be holding my breath.

I've read most of the posts today but forgive me if I restate something that has already been said.

SV has said many times that actual production depends on the customer, just as much as it depends on the supplier, if not moreso; isn't it possible that our customers are just not ready yet for the OI?

I think this is a real possibility....it takes time for the producers of the widgets that will use the OI to get geared up to accept delivery of the OI to insert into their widgets.

This is new tech and will need to be integrated into everything new that is coming out, and that takes time.

Maybe it's a factor in the delays we are seeing.

Just a thought.