RE:I have been tough on KNR,And what does "current visibility" mean? How is this "current visibility" different from one a few months ago? If it is so much lower than a few months ago, why bother spending any time building up manufacturing capacity that is over a hindred times greater than "current visibility"? No other place where they could focus their effort until visibility of greater demand starts showing some signs? Or is it that "current visibility" was so narrowly defined capture "really hard soft commitments" while there may be tons of clients saying "come to us once you build up your capacity to be able to service our demand"? Communication. All of this can be appropriately described without breaching any confidentiality.