Yes, that occurred to me as well this morning. Production started or might even have finished, but if you don't book revenue until it is sold to the retailer or sold through to the customer, then you have a delay.
What if (extreme case) we produced all the units and then they told us to hold the shipment, awaiting their future plans?
So RP's answer might be accurate and to the point, but the real question, that by and large has been asked much less frequently than the production one, is: When will we get the money and how much?
Info. will not be forthcoming too soon on that one, it seems.
wsj
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