SJC needs to be prudent in their approachThere is not need to too quickly make claims that still require firming specially when you are a small supplier to the BIG guys (panasonic/tesla). The least SJC could do is be prudent in the way they issue their NRs...These companies want to keep their competitive advantage and the NR may not have helped that cause...
I think SJC is doing the right thing but going about it the wrong way by putting the cart before the horse.
Having said that, i believe the precipitous selling was mostly unecessary. I am sticking to my shares confidently but insider trading should be looked into to fully understand what happened.
We are mixing technology progress with share price unfortunately. THe share price will go where it needs to (in this case up) but let's not confuse that with the merits of the SJC process.
GLTA
HOLDing as i think the benefits will arrive in high multiples