FJ - "Recall what Suresh said on the Investor Presentation call. For a moderate amount of money they can immediately ramp to a capacity of $100 million in revenue and expand that further as the demand is needed. That is pretty clearly stated on the conference call."
Unfortunately, given Suresh's recent track record of over promising and under delivering, the above remains a mood point until we actually see those figures in the financials. There is a big difference between having capacity of $100M in revenues vs. having $100M in revenues. Many of the company's I cover (yes I work in finance) have tons of capacity, but in some cases only function at ~20% of that capacity. That said, I truly wish we ramp up quickly!!!!
Hoping we get positive news sooner than later ladies and gents.
Sandman
