The first thing that wasn't good is Arthur was referring to LCI as his company rather than our company.....
The second issue is the product dropped by Kremers after LCI agreed to buy it was a controlled substance subject to DEA licensing.....something smells
the oils are all losing their shirts, but have rallied 30% in a month....the price of oil hasn't changed in 6 weeks....X rallies but it's outlook dismal......this market and economy is all BS....zero interest rates and 1987 gasoline prices, but still no growth or in X's case....negative growth due to deflation.
Mircon has hit the photomasking wall and is now stacking memory because it can't make chips smaller; SNDK is using other peoples memory and packaging under their consumer brand name...no innovation at SNDK.....WDC's legacy disk drives competing with MU solid state storage. Every player in this story faced with commoditization.....which horse in the glue factory looks best?