In all honesty I thought that graph was really a graph for the past showing what had occurred and the future was more or less like their outlook, they have no idea, I assume because A2m is still in its inventory adjustment phase and A2m themselves are still trying to get a grasp on where it is all heading. Even if they were seeing greenshots of pickup it would still probably to early to start increasing order quantities with SM1 from what they adjusted to at last downgrade.
Really today cleared nothing up. I personally was hoping for some more positive info from firstly SM1 and secondly A2m, but it is still no clearer. We are in limbo awaiting what A2m see happening and an update from them.
Media Updates, page-8176
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