Maybe, If they don't nail one of those large bids (believe word was larger than their current largest customer). I think they're close, but conservative in their numbers. Not saying they're wont be some revenue/profit impact this quarter, just that JMAT's prediction will be, I think, OBE.
"I'm done with Sergio / He treats me like a ragdoll..."
Alls I got to say is that back in Jan 2011, when KTCC temporarily guided lower and the share price eventually dropped into the low 3's, it turned out to be an outstanding buying opportunity. KTCC is most profitable stock ever, and I bought my first stock 30 years ago.