Straight, there is no right or wrong. My personal opinion is that I think there is a low probability that this would be something they would do now. But a high probability of what they will do in the future if you followed my logic. What I think is much more probable and what I have outlined in the past is that as soon as they saw the bottleneck they began developing a contingency plan like they did with Anadigics. Thus it is likely they have already sourced the new wafer supplier and have likely been assessing those wafers.
I don’t know why you would see the need to make it personal? How do you feel if you’re wrong again? I would say more but I will consider the source as just not being worth the effort.
