Where did you get the June Revenue numbers? I had been watching IMOS's Investor's page and there is nothing yet posted on their monthly revenue page. If there is a better/faster source, I would like to know where you get these.
So, this is then below IMOS guidance for 2Q so things are not lining up as IMOS predicted so an updated guidance at their 2Q 2013 Conference Call is needed.
I also see MU sold off on much higher volume but without any news. Either someone knows something or this is a bit of a sector rotation out of tech and into ????
Caff, the recent weakness is surely a sign that expectations are low tomorrow for June revenues. Both our largest customer and competitor were down high single digits for the month. We all agree here that the June number is insignificant in the whole scope of the events beginning to unfold. In fact I have used the weakness to get a little deeper in September calls. I hope we get an earnings date and cc date here soon.