He did not say “a few weeks delay”! You are way off and that makes a huge difference at how to look at this.
He moved it out one to two quarters. That’s a minimum of three to four months from now, which is the about the time needed for a complete foundry run based on what he said back in March.
This suggests the very real possibility that the foundries have not re-started the fabrication process at all and that they have not committed to a delivery date because their resources are being used elsewhere.
Look at what the company doesn’t say: YVES doesn’t say that the fabrication is in process now as we speak. He could’ve said that. It seems very reasonable to conclude that the foundry told him “we will get to you when we get to you. Right now we have other higher priorities”
Rather than call me names or insinuate things about my motives, maybe someone here will be willing to analyze the logic of what I’m saying.
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