Thanks for the perspective. I didn't go, I'm not on the left coast.
Fact-wise, good luck getting traction around here. Even just on the location of the meeting ... Both bears and bulls on the board have been accepting xkfmx's weird claim that the annual meeting was held overseas this year. Either nobody here actually owns any shares --> no proxies, or else they don't read the filings.
When I read claims that big money-burning US and Canadian EMS players have "recovered," or claims that Foxconn is "in trouble," I lean toward thinking that the frequent posters here read nothing but message board posts and the Associated Press.