Agreed...The thing is...Seminal means ....Industry changing..but better defined as Industry using...Considering that speed and storage are everything in tech...NLST.. I would argue deserves a higher PE...as Google Samsung and Micron is just the beginning..Having shared numbers with so many shareholders...It really comes down to what Chuck thinks is worthy...
He has been quoted saying "billions".... doesnt sound like 2 3 or even 4 billion...
where the past CCs have been average at best...I think this one will be very optimistic ...he has the Samsung win to talk about...he has the SK revs to talk about...the Google claim 16 might be in the mix..and God willing we get the streaming partner name...On top of that Nov 10th is 8days after the CC...
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