carl, your behavior is funny.
first, you say we are saying different things b/c you misinterpretted my post. when i tried to clarify, you took issue again but on a different point (can't you just say we agree on the first point before going to a second point and contesting it? ;-). so, i clarified the original point.
you then get hissy that i "felt like repeating myself" and go off on a third point - neglecting to mention the prior points.
that is funny! it might work for the mu investor with the highest iq (high, high double digits!), but not w/ me... ;-)
in any case, you don't understand supply and demand. the wafer guys don't have to increase output, all they need to do is increase their price by whatever the increased demand over supply for their wafers will support. last i knew, increasing eps was a benefit. so, once again, you go out on a limb and it breaks. doh!
let's take a walk down the increased supply road. mu has done that, along with their counterparts. just as you suggest the wafer guys need to do. did they benefit? is a loss 6 out of 7 qs during the greatest bull market in history a benefit? to you, maybe ;-)
voodoo economics, carl style ;-).
eagerly anticipating the fourth issue you bring up in an attempt to gloss over the three points you bombed out on ;-) |
