Don’t ask why they screwed up!…Ask what changed?…Understanding that matters for what’s next….plus asides on STX, FFIV, TXN, INTC, ASML, Optics

The side comments on a bunch of companies are at the bottom…..they matter….but not as much I think as getting across what is….A BIG PICTURE…derived from a simple series of step thinking…..in fact….the side comments mostly confirm the Big Picture. Here we go…… IT STARTS WITH INTEL….. Intel’s quarter got a load of criticism that...