Once the market is leaving this panic mode, we will come back to the basics. The CV for sure will hit certain parts of the industries, so there will soon be earning warnings...
But, poet has little earnings to be set back. It is now well funded with its low profile FAB light strategy. And yes TB60, the potential did not change significantly.
Opposit?! Could it be that this market crunch will bring our Tier1 to a situation to spread good news sooner then expected?!