Reply to post: Re: Orders of what ?

So close yet so far: Pure fingers manufacturing balls-up for leaving firm $20m wide of its target

Anonymous Coward
Anonymous Coward

Re: Orders of what ?

https://asia.nikkei.com/Business/Companies/TSMC-chip-output-for-Nvidia-and-Huawei-hit-by-defective-chemical

https://seekingalpha.com/news/3434949-firm-downgrades-pure-storage-nvidia-deceleration

So it appears Pure hanged its hat on TSMC. Does anyone really believe that a) All Flashblade shipments are AIRI shipments and b) AIRI contributed 20mil revenue this quarter? I don't.

Lastly, there is prior history here that doesn't help the company.

https://www.storagereview.com/gartner_issues_apology_for_pure_storage_s_wildly_inaccurate_sales_data

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