Their CFO said in the earnings call they are starting to use their BS to take some risk from their customers on themselves.

This basically equals to lowering prices without saying it. (not relevant to the lawsuit)

We'll probably see the impact in their BS later this year in bad allowances or credit losses.

but their margins definetly took a hit and with the growth in R&D & sells we will see lower margins this year.

Expand full comment

You say it's still growing, but they are guiding to no growth this year...

Expand full comment