What are peoples thoughts on the geographic breadth of the slow down in contract manufacturing? As of 3 months ago they felt confident that they could grow at 20 to 30% for fy 2017, yet 3 months later they are projecting 5-10%, and they are sighting weakness in Australia, Asia and Europe.
That breadth makes me wonder if NAII is losing contract business due to some deficiency in their production process. If so, isn't there a high risk that these companies will find a new contract manufacturer?
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