Rudedog, I don't think that you can be that far underwater on JBL, as it is only a few points off its 52-wk high and made a nice recovery today after being down over 10% on the SCI news. I know JBL has the strongest margins in the industry and is also in the process of tripling its business during the next 1.5 years, with much of the infrastructure already in place, so I am told by a reliably source atop the chain of command.
As to the IDC question, I had sent you an e-mail to your Yahoo! account specifically asking you about how the numbers are compiled. How does IDC measure anticipated growth by region, is it by speaking with channel partners, stores, or the companies? In the case of direct sales, how can they take the numbers from say Dell, GTW, CPQ and not say that the manufacturers are being self-serving in reporting certain information with possible knowledge of what other information has been previously provided to IDC, in order to enhance their market share position? |
