LCDs were not strong in the 1st half of 2012 are now extremely strong. Too strong. Yes, short Novatek too. But there will be excess inventory. There are more samsungs, RIMMs, iPhones, Nooks, Kindles, etc., than will be bought.
I have to do so much work on this board to educate. I am like jezus take away leprosy. I lead horse to water, and make him drink and then teach fish to swim. Soon you'll ask me to bake bread. I will bake bread, but only give you the smallest piece.
Have you not read that every DRAM company is doing more mobile DRAM? Am I making up a lie. That is in so many articles. Call up Paie Webber or his friend Morgan Stanley. It will be a crowded field and not so good a business as you thinking. Business will get bad, pricing in toylet and then flushed down.
Read it weep girls. What did I say. LCDs too strong, going down, like my boyfriend. Going to have excess inventory. I called it December 6 and you all called me "she-male" - well this she-male is right.
See I said I was short Novatek at 123. Look tonite.
I will be drinking Chablis and getting action. Hahahaha. Sorry only short 40k IMOS. Will be $6. Fine, I could be wrong $7. Unless we get inventory from all of apples peers, then 5. Hahahaha