CY is my long-term holding. I am curious to see what is at the end of the tunnel. I will feel terrible if one day CY gets there without me. Sometimes I may act more like a hyper but I do only post when I feel something excite me.
Actually I am relatively contented with CY within $1 distance from its height. Many of us might have noticed that lots of semi actually quite distant from its height, MU & AMAT for example.
No, not a lot new. Still sound confident on image sensors - still saying second half of year. Currently sampling - thinks they were early - finding new markets for PSOC and looking for cross-selling - said something about upcoming product announcement for SLM, first mention in years, I think.
I've also noticed the pattern, re guidance. On 3/6 referred to earlier guidance while carefully implying nothing that would constitute even a reiteration. And then yesterday referring to street estimates. May be a change in policy; Manny always used to re-affirm. Who knows where they'll come out on 4/20, but I'd read a policy change rather than a change in expectations. Doubtless, expectations have, in fact, changed, but I wouldn't care to guess in what direction.
Random thoughts, but I keep hearing consistent messages from the new CFO and I get the sense that engineering-driven research ventures is out and cash flow is in. Obviously, FWIW.