Zeev's Turnips Patch-No Politics (ZEEV)

[langostino]

Exactly Sherlock

How many of these guys ripping Kurlak do you think have actually read the full text of his stuff? My bet is 0.

Not to mention that this call isn't new. It's a reiteration of the great call he made on MU BEFORE reported the surprise high-side revenue numbers.

Kurlak has great sources in the supply chain and at the factory level and they've been feeding him info that he's used to advantage in making these calls. It's not just that he's been right, nor that his timing has been impeccable, it's that he's been right for the right reasons and his assumptions were dead-on, despite being way "ahead" of the rest of the wall street sell-side sheep.

What I'd like to see is somebody ripping him on the detail level numbers he puts out there, and then provide a rationale for why they think his numbers are wrong, and what the basis is for their alternative numbers.