It will be interesting to see if Kelley changes the story line on their presentation to Citi and Deutsche Bank. If he does, that may signal that he cares about share price and growing the company. If they give the same old "we are in a high growth industry so buy our stock" line as they have for the past four years and then glass over the fact that most all of that growth went to their competitors, it's then business as usual. I sure hope they signal a plan for growth and regaining market share. The one thing I am sure of is that they won't fool their audiences.
It will be interesting to see who actually presents at Citi and DB. If the story is to be changed, then Kelley has to be the one to deliver that message and take the questions. Anything less will be an advert for business as usual.
JTY: I know you won't be happy until the share price goes up and I'm with you on that but Kelley was there and did a good job. He knows the problems are no growth, equipment utilization and lost market share and that the target is top line growth. He also again hinted the possibility of sales to (I would guess) Apple when he spoke of new business with a customer that was a "household name." I hope you saw some bright spots too because I felt it was so much better than past Conferences.