I know he is here to explain 'something'.
Something good, something bad...
he might be here to explain why the fabs and customers are delaying the signing of contracts. Or to expand on the wonderful news of fabs and customers that have signed contracts.
if your a pessimist you probably focus on the negative possibilities and if your an optimist then the positive possibilities.
if your a wise and skilful stockmarket investor then you would take a balanced view.
The 4C should arrive this week. If only that then maybe bad or disappointing news. The briefing will be something to soften us up. Take the heat out of the disappointment. Keep us going to the end of the year by which time something really should be announced.
I think a separate announcement about a contract being signed needs to arrive for it to be positive news, otherwise the briefings will be a mea culpa for not announcing a customer in the first half.
Experienced investors will just wait to see what is actually announced anyway. Conjecture is just a bit of fun.
My bet WBT is hanging out for a GOOD deal so it will take longer. They are into the bluffing stage.
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