Very well written. Enjoyed it when it first published and again just now. Guess what; Splinter never responded! Go figure.
What will they mean for AMATs future? Cost of 450mm vs. reward? 300mm costed AMAT B$'s. Solar? Why? Drop it in my opinion, Gary vs. Mike, etc. There are a lot of factors with Applied, as we all know, and its not just the semi business. Let's keep the discussion open. Please, no meaningless and conflicting #$%$.
Leave the company so the stock can start moving up again!!! Your role at Applied is coming to an end. Just a matter of time when we will see the headlines announcing your "retirement". Don't let the door hit you on the way out.