Luke,
I don't know. I was just pointing out the fact that the stock price actions reflects the increased uncertainty associated with the back-end loaded quarter. If indeed is the case, we may see a nice jump up in the price if they make and/or slightly exceed their numbers, purely from relief reasons. Whether this will happen, nobody knows including FORE management, at this point.
Again, as important as this quarter maybe, the real question continues to be whether FORE can compete and participate, in a meaningful manner, in the growth of this sector. Their new product line gives them the chance to do so. Whether there are capable of executing and sizing up this advantage remains to be seen. We will not know the answer to this one, for at least a couple of more quarters.
Regards
Tavros |