
Originally Posted by
nishant2200
A preliminary rough analysis for FY 2012.
8000 - demand data
4000 - PWMB hidden demand
6000 - Porting demand
They are kind of already beginning with above 18k demand in FY 2012, just moving dates back to July 2007 threshold would yield them 12k demand as well as the porting is a throughout the year consistent phenomena.
Let’s assume the 5k for EB2 I/C negates the Porting to be just 1000.
So we can say they are starting with 13k hidden/known/will arise demand.
Let's say each month later on, till Q3 2008 has almost 2500 demand each month.
Half August 2007 : 1250
Each month then on till late 2008 : 2500
SO -- Dates
-- ------
13k -- 15th August 2007
14.25k -- 1st Sep 2007
17k -- 8th Oct 2007
19.5k -- 8th Nov 2007
20k -- 15th Nov 2007
22k -- 8th Dec 2007
24.5k -- 8st Jan 2008
27k -- 8th Feb 2008
29.5k -- 8th March 2008
30k -- 15th March 2008
Positives:
- All EB2 I/C till 15th April 2007 accounted for.
- No 15/12 demand for EB1, EB2 ROW coming into FY 2012, backlog reduced as much as they could, so backlog is not a concern in FY 2012
- EB2 ROW shall continue to remain current
Puzzles:
- what will be patterns of EB1, EB2 ROW, EB5
- will CO consider doing quarterly SO in conjunction with SFM
- is BTM in favor at all
- what will be strategy of CO in terms of SFM, UFM, BTM, and so on to have the pipeline functioning properly
Guys, let me know if something is wrong, or can be better factored in.