Zed Francis

But I would say it's in the reasonable realm.

It's the largest company in the world.

It's tough to grow exponentially, even though they continue to do so in the short term when you're this large, where the memory folks are on the opposite end.

It's...

The expectation of that massive decline in earnings has successfully been pushed out over the last six, seven weeks.

And that's why we've seen massive moves in those specific stocks.

But they're always going to be hyper-cyclical where the earnings that you're going to hopefully earn as a shareholder are right in front of you rather than over the next couple of decades.

Well, I think we're a little in between whether or not China is actually receiving the end product via different routes rather than directly.

That might still be happening on the side.

But that is a potential growth engine, right?

If we actually get some more level-headed relationships with China, that may reopen that market directly for them.

But I wouldn't be surprised if they're getting a decent amount of that revenue through other sources.