CW,
I should have mentioned, they changed CFO.
TI was to be drilled, all the plans changed. FML couldn't do one more hole in the right place on TI? A good hit would have been a game changer, but they already had spent too much into getting the SD deal and was too close so they eased up on the oars waiting for the money. If they had made a good hit at TI the SD deal at 5c would have been blown away. Corporately it would be spun as, made more challenging.
Thats my interpretation. The house of cards refers to the possible state of the cost controls and cost reporting and timing..who knows, but a long time CFO was replaced. Plus the above environment.
So I connected the dots.
Two dots isn't a trend, three are, four is a clincher.
eureka, page-37
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