What will the results be next quarter without a $4.4M "adjustment" to help its falling factory automation sales? If they are relying on Mitsubishi revenue to offset N. American auto-related losses, they are fooling themselves. They are already marginalizing their reseller network that he paid top-dollar for just 4 years ago. Their strategic partners are hurting and folding. Their semi-market has reached saturation for years to come.

Dr. Bob is a smart man. However, his opinion (during the cc)of letting the American car companies fail only to grab the Toyota, Honda and other foreign dollars shows that while he is a Californian he still has East-Coast arrogance. Surely, while Bob comments of the unprecedented downturn he understands that the loss of these American companies along with their strategic suppliers, is a major factor to the global economic condition. If Bob's plan is to ride out such a macro transition, then as the poster suggested, the cash will go fast.

One would think that Dr. Bob has at least met with Rockwell and Siemens to discuss his "exit options". He would be stupid to allow his fortune to erode to nothing. Thus far that is exactly what he is doing.