>But cutting R&D could more than double their net income this quarter, if they wanted. What's your point? What's your point? That if we exclude all expenses f

>But cutting R&D could more than double their net income this quarter, if they wanted. What's your point? What's your point? That if we exclude all expenses from their income statement they'd be profitable? Unfortunately, they can't do that. >They are doing it because they need more capacity to increase revenue Are any of their factories running near capacity? >And do you really think that comparing this quarter YoY is a good way to evaluate their revenue growth? Probably not. Q1 y-o-y wasn't great either though.