Production problems.....
While it's certainly possible and probably true that some of the supplier problems are just 'growing pains', there are still questions.
The increase in demand in the 4Q isn't new. It's happened in the last few years. So was it a surprise? If it was, why was it a surprise? It's happened before and it must occur to meet projected growth. If it wasn't, and it shouldn't have been, a surprise were suppliers adequately informed of the planned increase? If they were why couldn't they meet the demand?
What exactly are the suppliers problems in meeting demand? Is it a capital problem? A material problem? Or another kind of problem?
What steps are the suppliers taking to correct their problems and how long will it take them to fix these problems?
Capstone's level of production and parts demand aren't static things, both the increase, and the level of increase are going up. Since the suppliers they have now have had significant problems meeting current increasing demand what steps are being taken to insure adequate supply for future increased demand?
What evidence is there that this isn't an endemic problem?
