The company you're talking about is Hemlock. They are one of the manufacturers of high purity wafers. But there are 3 or 4 other companies who make the wafers.
Now you may want to look at the pricing and trend and my overall comments. You have stated nothing more than fundamentals with no back up. You ignore the market and the fact some of their major customers are having their own chips built utilizing Nvidia's same supplier. I never stated anyone of their customers would stop using Nvidia. But I did state and give an example of how their profit structure would change. I would be willing to make a bet with you on the future SP without certain things happening as far as the SP. This would specifically include their next Q report coming out in November. It would be related to their revenue, EPS, and SP up to a week after they report. What do you say!!!!!!!!!!!!!!!
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