Nothing has changed in the model so far... In edit, and took a fast quarter plus from SNDK, out here at $27.88 for $.27. In reedit, and now got back in CDWC for tha half bucker discount at $72 flat.
LOL- With a handle like that, you may want to book profits here IMTO
Seriously, the tech bull-itters are ignoring the seasonality and channel stuffing that will make the Feb # disappointing after weak Jans. Raised guidance for semi cap and components is the same old pattern, their customers (like HPQ) see selective shortages and engage in double and triple ordering. Then the inventory pipeline loosens up and the orders get cancelled pronto. SOS !
Market Data 
Markets 
AI
