RE:Data centersHey Jack, we have po’s from Foxconn and Amphenol which were probably already
delivered in Q4.
In this situation, size does matter if the share price of the company is going to move up!
If the combined orders total at least 100,000 chip sets, that would give the company at a minimum a $1 million dollars revenue bump in Q4.
I would think this is a nice opening order, but what is critical is the follow through into early and mid 2019 and the volumes need to escalate.
The company has a very short financial leash and must produce “significant “ sales in the DC space to keep the financial picture looking okay!
It’s still a dice shoot until we are given clarity and hopefully full disclosure on the size of these DC chip sales, both past quarter and upcoming quarters.
I would think if they were sitting on some over sized orders, they would want to shout pretty loud about them!!!
So I am still a little nervous about sales on a shorter term basis, long term I think they could really crush it with more conversions of the IN’S into Design WINS!
Extreme patience is required in many things we are involved with in life....
”WINNING”