The misconception is that the management does not care about the shareholders, and if they did, they would give more information. I think the stock price is extremely important to them.

I wouldn't read too much into the guidance. They have always been somewhat conservative and are probably saving something for their analyst meeting.

Last year, people wanted to get under the hood and figure out which products would wow us next.

We think the fundamentals are just phenomenal. For the next 6 months, they've got the wind at their backs.

Even the Japanese are not that happy with the yen constantly weakening. Apart from anything else, it makes the management look rather silly if they've invested a great deal of time and money in overseas production. Suddenly, they don't need it two or three years later.

I think that a leveraged buyout by management is also possible.