I would love everything to be perfect, but it is a market and ASM can't make other companies buy their products.
Also, the major competition has wiped out a number of commodity companies' projections in the last year or so.
It is very difficult, and ASM must have had some idea on demand which was delayed or just didn't occur. A failure but not all their fault.
I can remember BHP going big into Nickel a few years ago and now it is all shutttered. Competition from China and Indonesia wiped out prices and nearly all of the companies expanding in the area.
At least ASM are adapting and still in there fighting and I hope they succeed for sure.
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