Jack, interesting analysis. One thing that might temper some of the gains: The "mix" between CPG and Flash is guided to head towards flash: slightly lower CPG revs, slightly higher Flash revs. And CPG margins are significantly better than Flash, right? Still, I guess the change (-2% CPG, +2% Flash) isn't going to have a large effect.
Well, if margins really improve by another 2%, I guess the analysts will have their estimates blown away again... to which I certainly wouldn't object.
Doug