Rubbery timelines.. a Sn speciality. Add a year to any of his estimates and see how Stx cashflow is placed. Way over extended himself. Hence the panicky Tpd takeover attempt. Mids 30s coming up after the Cr. Anyone want to do a chart of what Sn said and what actually happened over the last 3-4 yrs?
Ann: Walyering Update, page-468
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