Yes, agree . . last meeting was "more than $350mm"
I believe that it will go up again as they are managing expenses based on a 9mm OEM run-rate which I am sure we will beat . .
Am not worried about them not guiding to FCF . . gives us an advantage (those of us who study and follow the stock closely that is)
I think we all have a pretty good idea of the capex for Q3 & Q4 . . . I am very bullish for Q4
p.s. lack of FCF guidance not embarrasing at all . . . pure strategy at this point; this is Mel playing poker with the shorts