TSTC: Agreed, I thought it was a good update from the company giving shareholders a much better view of how their business cycle works. Those of us who had seen the ROTH analyst updates already knew some of it, but this was much more detailed.
A lot of people are uncomfortable with the high A/R balance, personally I do not think it leads to fraud risk in this situation (Given comparable high DSO's for competitors, etc).
Very comfortable with my *large* TSTC position going forward :).
-Fernando