Limtex, of course, there is no way I can know better than Eli what this quarter is going to be, but from reviewing the numbers of the last quarter, I came to the conclusion that at worst, shipments are going to be some $10 MM down sequentially, and the real hit will be on the lower Royalties (absence of a big chunk from LEXR?).. I also believe that a stock price in the $20 to $25 range fully discounts such "catastrophe" and the market will start and look at future better quarters. I have a potential low on SNDK in the $19 to $22 range (in response to a query on Steve's thread, I had to come up with a "number" <VBG>).
Good luck to all, in two months or so, I think we will start and see the other side of the abyss, and in six months, when rereading this period's posts, ask ourselves, what was all the angst about.
Zeev |
