I'm not so sure CEM. I think all of this has already been built into shareprice - particularly recently.
Imo confidence will slowly start to build from here. Looks like manufacturing/ inventory under control now which is good. Fy18 was always going to be the big year and now we have a forescast guidance which is more conservative than our last CEO ever gave. Leaves room for over delivering.
Ann: Updating Revenue Guidance and Conference Call, page-6
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