Zeev's Turnips Patch-No Politics (ZEEV)

[alohamart]

I don't think so. No new Japanese customers are priced in at all. Not even the unannounced new U.S. customer is priced in, as ORCT is still well below where it was in July when there was only the one customer. The guidance for 35% growth and 1.50+ EPS is based only on existing customers. Any new customers are additional to that.

I think it only means don't expect new Japanese customers right away, as the sales cycle could be extended. I think the next customer will be in Korea, as they just opened an office there.