I bet you are wrong. They told us who it was. They have reconfigured their production space to meet that contract. I strongly doubt that has fallen through, but can't prove it either way.
I am very confident that the deal did not fall through. It's obviously been delayed, but not cancelled.
My only concern is and has been that they will dig themselves too big of a hole before they get production started and revenues flowing. THey can't afford the delays to last much longer IMO.
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