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goin fishn

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goin fishn

Re: x-point post# 106599

Friday, 01/13/2006 2:38:42 PM

Friday, January 13, 2006 2:38:42 PM

Post# of 249374
x-point

I have begun to wonder whether we have misread what SKS has based his hints of breakeven in Q2-Q3. I always assumed that Dell and ST Micro would have ramped up enough by then to justify the breakeven assumption, but, maybe SKS knew that we looked good on enough govt. contracts, and that they would be awarded soon enough that money would flow our way in the 2-3 quarter. That would be a more solid timeline than assuming a steady ramping up.

All complete speculation, of course, and I am likely just


goin fishn
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