SRTS thx for your commentary jtomm. I mean I think everyone has gotta agree that the huge drop in one quarter, being followed up by expected sequential increases ... not too large .. in q3 (seasonally weak according to the conf call), and then some sorta larger bump up in q4 (seasonally strong).. ... well their excuse re inflation really makes no sense for that large a drop. I mean sometimes we have seen that sorta shite in the semi and retail space where channels are stuffed with inventory and demand decreases suddenly. But in their spaces.. I mean I could see a big decline, but this much is hard to wrap ones head around if the excuse is just inflation for this big a drop. I mean their end customer I gotta believe are overall wealthy.
But I am long right now. best.
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