Savvy Trades and Investments

[abh3vt]

Did they share any more details regarding what type of problem it was? How much of a design vs build issue? Also wonder if they could use other suppliers that can produce the same component. I have a call in as well but haven't heard back yet.

They did state that the issue was "temporary" in the PR.

"we identified a quality issue with certain optical receiver sub-assembly components sourced from an external supplier and therefore we were unable to ramp production levels for our new 40G data center transceivers as planned, and this temporary supply problem impacted our revenue results for the quarter.