Friday, February 17, 2012 3:10:28 PM
IMO, it is reasonable to have some routine down time in everyone's financial estimates, but we don't know how much. There certainly seem to have been interruptions in the past to keep #1 from running 24/7. Likewise, we know 2-6 were announced as an objective(and everyone seems to think we have now seen a really nice picture of a completed #2 and I agree) but we really don't know status of completion on any of it. I share the assumption that this CC will disclose at least news about #2 and hopefully #3. It also might be possible that the logistics of getting twice the rate of plastic in the processors may have caused #3 to go into the new building, although that was announced to be a fabrication facility. Personally, I hope they don't try and do all fabrication in-house due to the delays that could cause. Even if they had to pay 50% more per unit to have them built elsewhere, in light of the revenue per processor, I think the delay would be far more costly than the increase in expense. All of that, though is just speculation and opinion. I am just a shareholder with questions like everyone else.
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