Lead times / factory build times / committed ship date / regulatory certifications.
There is about 12 weeks until the July 31 committed date. Typically a program manager would have answers to all of the following at this point.
- Are they on schedule to have all their required regulatory certifications on or before July 31. (Cant ship production product without them).
- Do they have committed deliveries or parts on hand to accommodate the builds for the July 31 committed date?
- Does the glow forge team have a commitment from their contract manufacture that they have the capabilities to meet the July 31 committed date?
Working in the embedded electronic space I know there are many constraints on memory parts right now and the lead times are in many cases excess of 14 weeks (and other parts like oscillators can be over 18 weeks). If they do not have the memory locked down they will know that their July 31 date is not realistic already.
I believe it will be a serious blow to credibility if they wait until July 30 to announce another significant push out due to part deliveries or certification issues.