I have no evidence that they have in any significant way deviated from their strategy.
The arbitrary snapshot of quarterly financials and external rules as to when they can book business is no reflection on the fact that they signed deals with customers that schedule deliveries many months in advance, delivered and installed and are servicing extremely happy customers in ever increasing numbers.
Step back and look at the strategy not the quarterly numbers
How to build a $500m profitable business in 5 years How to dominate one market segment and use that to grow into adjacent segments and new markets for the same technology
classic Gorilla Game and Crossing the Chasm marketing
"No one ever got fired for buying GenFuel from PlugPower"
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