Bim I agree it sucks with the past earnings misses as a result and the damage done but I personally don't like the traders and alleged longs on the other board more, who routinely trade this stock leading us to rally from lows as opposed to breaking through highs ... anyways ...
... with regards to your comments about finding out who this is ... we will! ... we recently did with Pegatron and that was an amount of only $30 million. Management did not state the name in the original press release (like they also didn't now) but subsequently said so in the 10Q released a day or two later ... when customers earned revenue exceeds the 10% threshold of total revenue they have always disclosed, and I fully expect them to do so in this case when they are forced to in their SEC disclosures ... only in this case it will be two months until that necessary disclosure.
Remember big chunk of cash (prepayments for multiple years received) is not current period revenue earned and management has stated that the 10% of revenue is their disclosure criteria. This amount will exceed that threshold.
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