Some assessment of the selloff

[admin]

Applied Opto and Amazon have a vendor owned inventory warehouse where Amazon pulls at will.

• For all we know, that agreement and warehouse still stand, this should reduce the panick of a possible loss of Amazon as a customer.
• It also explains why it is so difficult for Applied Opto management to accurately guide sales, as it is basically up to Amazon, which used to be the customer responsible for half its sales.