MoSys Inc. (MOSY)

[MaineMan5]

Wish the company was a little more specific about the "large customer" that is leaving them and how material the impact will be to their revenues.

In their May 11, 2018 10-Q, on page 13 they had 3 customers with greater than 10% of revenues for the 3 months ending March 31, 2018:
- Customer A - 34%
- Customer B - 24%
- Customer C - 17%

Even worst case and it's Customer A - if they are growing at 75% this year, it seems they should be able to make up for this next year with everything they have going. Yes, it's a blow, but the fact they are taking a 40% haircut this morning seems somewhat excessive in light of their products and prospects with other customers. Thinking seriously about dipping my toe in just a little here at the $1.30 level as I think their longer term future is bright (1-2 years).