Hi steveSage, i guess it depends on what assumptions they had in...

Hi steveSage, i guess it depends on what assumptions they had in their forecast but historically they were conservative with their forecasts. with an improving economy and 5G phones becoming popular I am hoping for an outcome on the high side of their guidance or even above if SHAW is well supported by customers.

I am not sure if you and others have a view on how 4m2 or 2m2 impacts their SHAW capacity and potential sales. i really have no handle on that side of their business.