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Alias Born 07/09/2009

Re: None

Wednesday, 06/25/2014 5:04:41 PM

Wednesday, June 25, 2014 5:04:41 PM

Post# of 2427
You know its funny, Jeff is a rock solid engineer but is quite dry in his presentation. That matters not at all over time but may cost $1 a share on moves from time to time.

If Jeff had been in before, they would be producing and trading in the high 20s right now with steady climb.

Note, he is being very conservative in all his statements. They still dont have the final SEC release and know about all the past executive's mishaps. I have word that the yields are already better than you would expect. He wants this thing near perfect.

Many players still entering the tablet business. Microsoft is putting a lot into their tablet business. Intel looking for revenue streams and the standard players are still in. There is still much to profit if they can get this done. I would have liked to hear more detail on margin though.

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