RE: For those who read. And a great read is the Aug 8 release of Q2 results that were excellent, but coupled with the near simultaneous announcement that Guide and WFE were being merged, WFE stock crashed as investors dumped the stock.
The reality is that any half sophisticated investor knows that the deal is sacrificing WFE to rescue the "in debt to their eyeballs" Guide. Really not much silly at all about knowing what your companies are doing.