Keith, twimc
when you talk about "crow", you must have some ideas in mind?
Nothing particular at this point. But there is many many possible crows to be served in various cooking styles I could think of.
For the example you adressed: Fasl-Integration-Charges: No. Thats completed. But they could always close down JV1s 0,35µm production, take charges for it, tool JV3s extension-building as planned but not executed yet and issue another Convertible Senior Note for it. And yes, everything already in 10-Q. Possible discontinuation of manufacturing facilities and financing transactions covered in save haven statements, JV3 expansion explicitely noted. Just one of dozens of possibilities.
To prevent from any misunderstanding: I'm not saying whatever they could serve would not be a plausible or even necessary move. I'm only predicting how everything with any possibly negative impact they will bring on the table in January will be likely perceived by the street.
I can not comment on common practice. Manipulating stockprices is illegal at any time by whatever means in the U.S. (and elsewhere).
K.
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