RE:RE:Expectations vs Mixed ResultsYasch, nice feller that I am, I won't suggest our old Russian friend give Maurer & Linnane a heave ho into river of their choosing... Scoundrels those two. I liked the call, but I'm a cheerleader or whatever it is the goon squad calls me. I thought the cyber explanation made sense. My take on soft guidance is 122 cyber and lack of more 200/250M IP dough of years past is decent set up for Chen to sandbag. There's also Putin Tantrasion, Covid lockdown in China, chip shortage and other fear factors to be considered. As I see it, perfect storm for Chen's BB bonus/gravy train is to have 3 or 4 major beats leading up to the payday he's not going to let slip through his hands... that is, he ain't gonna let that kinda dough evaporate without workin' it as best he can. Thinking Meta may be a 'good channel' partner to turn on. ;)