Diminished reputation and expectations is the quick summary. I finally listened to the conference replay by phone. I think 56 cents may turn out to be too high an estimate but the stock is cheap now. I do think the head man honestly thinks and plans big. He claims new facility can generate $500 million revenue. He is fully convinced the solar market will recover soon. I am betting he is honest despite the lack of warning. The biggest question is his long-term judgement good. I will wait to find out. sam