my thought is that you aren't thinking. discovery is a tiger cub fund - these guys take big positions in small caps when they know they are right, and ride them until the thesis plays out. They have added on every downward movement, not sure why you think they would start selling with green ramp confirmed, flexible coming in q3 or q4, samsung speeding up their 5.5g capex, likely agreements with auo and lg within the year, and the 8g tv production ramp confirmed by orders fro LGD and 60% yields achieved at Samsung for tv. this is not some run and gun hedge fund, these are serious VALUE investors. get a clue.