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To: neolib who wrote (68961)8/5/2025 6:10:38 PM
From: VattilaRead Replies (1) | Respond to of 72581
 
Good summary! Thanks!



To: neolib who wrote (68961)8/5/2025 7:07:24 PM
From: Joe NYCRead Replies (1) | Respond to of 72581
 
The analyst was trying to get at China run rate per quarter. Lisa did not give the answer. But I wonder if it could be 500m per quarter.

Not outside of realm of possibilities, given the estimate of final products value of the WIP writedown of 800m could be 2 billion.