[theinfamousj]

Two things come to mind.

First: growth does not equal production. A company reaches maturity when it can meet its earning targets from non-growth production. By this logic (found in any intro accounting textbook) the eInk market is just now coming in to its adulthood from its uncertain adolescence.

Second, the use of the word "revenues" (not to be confused with "profits" or "orders") by the marketing officer, and the fact that it is applied only to an two month period is just so much "the sky is falling". I can think of a lot of reasons why you might record a smaller value for revenue in one month as compared with the previous.

(I am taking a financial accounting course on Coursera at the moment. These past five weeks we have learned nothing but ways revenues can change from month to month while a company or industry is gaining in strength.)