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tbone51 said:
curl-6 said:
If the supply situation is improved and some big system sellers land in 2021, I think it could indeed be Switch's peak year.

Still, it's by no means a done deal as the impact of AC + COVID this year will be tough to top.

Q1 was at 1.7mil for this year, if the first couple of weeks do better than last year and sm3dw+bf comes out W7 with a possible MH NSW for end of the quarter, then 2021 could be close to 2mil. Then consider Q2 was supply restraint pretty bad this year and a possible 2021 Apr-Jun could be significantly higher than 1mil it did previously 

I'm still skeptical of MH Switch actually being a thing, at least as far as being a proper entry and not a gimped spinoff, but we'll see.