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southacresdave

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southacresdave

Re: bbotcs post# 42102

Tuesday, 12/05/2017 12:53:17 PM

Tuesday, December 05, 2017 12:53:17 PM

Post# of 113889
bbotcs...AAOI. They did an investor conference this morning. I saw a comment on it that management said they don't expect to hit 1M units/month until sometime in 2018 (vs the prior expectation they would hit it by the end of 2017). Their factory upgrades should be complete so it's more of an issue of demand than production.
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