well I hope I end up wrong,
I mean I'm not predicting disaster or anything, I just can't line current enthusiasm up with the last Qrep and the current SP.
I heard on the radio this morning that smoking crack out of a plastic pipe makes for a bad day.
The hopeful thingy's ... maybe Samsung impresses, MU was supposedly going to migrate to stage 2 at some point, and some customer thingy for VSC, and a notion of a couple of gov thingy's by year end. Not to call the road between here and there , uhh, a pastry thingy of any sort, and perhaps genuine investing is seeing that little gap as just a pot-hole, which it sensibly could be, in which case nothing wrong with early ownership.
The above content is my opinion.
