That certainly is an important question. But whatever the answer is, it does not reduce the 8 week installation time, nor the amount of time that JBI's employees need to individual make the specialized parts. Nor does it change one iota the overall dilemma about which manufacturing route the company should pursue. Moreover, if the suppliers they're currently using are currently slowing things down for JBI, such delays are typical at the beginning of supplying new customers with parts. They will, in other words, work these kinks out.
So for argument's sake, lets say they work the kinks out and can consistently deliver parts in 10 weeks--which seems awefully long. But whatever it is, then it shouldn't be a cause for future delays because management should be able to pace things on the basis of that 10 week lead time. So the bottleneck as I see it is still JBI and it's limit capacity to make processors. This of course is to be expected with any start up company. Yet since we longs have tended to be overly optimistic about how quickly things are going to come together, it seems this new data we got today should encourage us to tone down our time frames so we're not constantly backpeddling on our guesstimates.
The company is making great srides forward in my opinion. But the constraints it's under are real and they can't just magically shake them off. Moreover, as in the section I quoted from the 120-K, it's apparent that management itself is not certain which route they should pursue in terms of creating their own inhouse manufacturing capabilities or using third party as each has pros and cons. And as far as I can tell, this bottleneck is not going away anytime soon regardless of who they currently are buying parts from, or how long it takes such companies to deliver them.
Market Data 
Markets 
AI
