Mr. B.,
>No one wants to build the first 300mm fab or the last 200mm fab.
I know the 300 mm fab are slow going, but I do not see your point on this. If what you wrote is true...then what do they do? Just sit around? Not really.
300 mm is not NANO's main business yet. My point was that NANO planned to increase selling 8300 models from last Dec. It could have some delay. However, other companies are also still moving forward. There are still some opportunities out there. NANO will get what they deserve... just the matter of when, not if.
I do not care about the time scale. Actually, the slower the better. Because of every fab will be ready at the same time. If NANO really makes superior product, the orders of the 8300 will pour in and the earnings will explode. The stock price will fly to the moon, IMHO. Patience is the key. And we need some luck, of course.
Sincerely,
Wade |
