11-05-2017, 10:07 AM
Yes, you are right, they can't say too much in public. They have to walk a fine line maintaining their (former?) biggest customer and their shareholders happy. There is probably a pretty unfavorable trade-off here. Still, two things are not very comfortable:
- Others knowing before management (or in any case before management went public) about Amazon cutbacks.
- The magnitude of the cutbacks and the late second warning and the late nature of that. Didn't they see that coming earlier, a decrease of that magniture?