Ok.. I read the blog in "stinky feet"Yes TTMI deals with CISCO and Raytheon ... but what about the other 3 top customers..... This spring, when the well managed tech companies are reporting well this quarter with a wonderful outlook ..... WHAT is going on in TTMI?Conference call seemed very UPOD-like if I am to be bullish minded.However, so much talk of Asian competition and parts for cheap talk.................. and then saying "but ours are "better."Leaves me seriously wondering.It seems TTMI is positioned well in the aerospace cycleIt SEEMED TTMI was in a good spot to manage and expect a good 2010 first half considering the space SEEMS to be in a rocketship up cycle for a year or two.What is wrong here?I've been fiddling with TTMI for 5 years now.My basis is only 10.3 ... I wish it could be 7.9 but if wishes were horses......What am I missing? DOES this company benefit alot from the upgrading in main computing systems OR not.BTW :Does this company have ANYTHING to do with cell phones?Gove
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