ARTX
I don't disagree with you it was a good catch by HWEB, when I saw that that was the final straw, my investment thesis was blown up in my opinion.
I think GM have been abnormally high the last two quarters, so I expect a drop from the 35.8% last quarter, I think that is reason why my original excitement was proven to be wrong. If GM Come in to about 30%, eps even at 30 million sales will come in about .04-.05. Hence my opinion has radically changed here, because after HWEB, and listening again to the CC, I have come to the conclusion that GM at Q2 rate might not be sustainable and could drop significantly in my opinion. All is just my opinion, and I could always be wrong though.