The focus on the "widget engineering" is misleading. Are these the right widgets? dunno. The bigger questions are about the widget business. The stock is under-

The focus on the "widget engineering" is misleading. Are these the right widgets? dunno. The bigger questions are about the widget business. The stock is under-performing the market, despite major influexs of market inflation (ie, price bias), and huge shifts in the secular demand for bit-throughput. The company has had the leading position in the widget business for a generation. But this raises questions about the future viability of the widget business if ROI is essentially zero (?). Is the widget business inherently not-profitable? Or is the company mismanaged (outside of widget engineering?) I don't know the answers, but it seems people should be thinking about them. The engineering teams are mostly like not the main issue. The lack of more lucrative product/market fit seems to be a perrenial issue for the higher level exevutives.