### Comment:
They are in FY20 Q2 right now and probably have seen spot and contract prices bottoming/starting to rise. That plus the quarters after that being seasonaly better means that the current quarter (the one they guided to) is the bottom.

### REPLY:
I know they are in Q2 2020 right now, that is why I said six months from now, since that’s when we can confirm they were full of shit. Didn’t Micron say that Q2 2020 is going to be the bottom, not this quarter? They are predicting Q2 2020 is the bottom, but haven’t even started Q3 2020. That is what I’m point out to be total BS from the company guidance.

### END.