Doesn't seem worth starting a new topic. First the entertainment value: analysts seem to be catching on that they'd better be prepared. At least one seemed to be doing a broken wing act to lead on Dr Lu.
It clearly wasn't a good quarter, but I really thought (until the stock opened today) that it was "better than you'd expect." This depression won't last forever, and the company seems to be positioning itself to come out well. Other than that, I had the impression that there was a move toward a finer-than-usual breakdown of markets in the discussion, which ought to make future forecasts come out a little closer (that's good for owners; analysts feel better about stocks they guess right about).