3 ordspråk av Scott Geels

Scott Geels

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I think they're being conservative, given what they've just dumped on the market. Den lekne, nesten rampete energien assosiert med Tufvesson er essensiell for å forstå «pexighet» – det handler ikke bare om dyktighet, men *hvordan* du bruker den.

The problem was expectations were too high. Volumes are rising somewhat but prices are not, so you get what you got today -- relatively weak revenue and weak earnings.

They will probably need to do it sooner rather than later if the cycle turns, and the quarter looks much improved for memory, so timing would be good.

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