Hi Folks, few queries for those who are tracking this co for long:
1/ Does this issue of management being overly bullish in guidance and not able to meet it quarter after quarter is a temporary issue because of supply chain interruptions or there is some structural flaws in the company operations?
2/ They keep on mentioning that due to supply chain issues their capacity utilisation is low. Does it mean that they already have demand and not able to fulfil it because of capacity issues? If this is the case then are they losing customers/market share? Or the case is that the current demand scenario is not that good in short term?
Thanks very much
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