I think you'll find that as long as its not MS, he's quite forthcoming with his replies. As many of the items you have raised are past tense, he may be able to elaborate further. I find your comments re the Koreans interesting, as I have wondered about this as well, but haven't given it much thought since the Mitsu ann's. There is no harm in asking and forming your own opinions based on his reply, rather than speculating. He is very accessible.
AGY Price at posting:
6.9¢ Sentiment: Buy Disclosure: Held
