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Re: SilkRoad post# 267886

Monday, 10/02/2023 12:32:37 PM

Monday, October 02, 2023 12:32:37 PM

Post# of 293427
“It’s pretty clear now we won’t see any production or products in 4Q from Kim after this announcement.”

Have not thought for a long time that products won’t likely be on shelves until Q1 2024. This announcement had no bearing on that for me. Pretty hard to have products on shelves without production to support it.

As to today’s PR making it “pretty clear” we don’t hear anything on production over the next 3 months? I don’t see it that way. I don’t think today’s announcement was provided in real time. This has already happened IMO.

We have had several months of PRs and releases telling us the remain on schedule, also updates how improvements have accelerated some timelines by several months.

Too early to say we don’t hear anything about production this year.

We shall see…
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