Goepling, good find, good read, almost an infomercial. And thanks to all for their reflections from the ASM. Especially like the Seagate FDE comments.
I'm going on record if we hear of a STX 'shipping' PR within two weeks that says we ship before end of June we'll see BE in Q3. Or in other words, wave is BE the quarter after STX begins to ship.
A farmer once told me it always rains when you need it the most.
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