Judith and Don,
great intro to BEA. regarding sales, you show:
FY’00 464,410
Q1--85,575; Q2--103,212; Q3--126,454; Q4--149,169
FY’01 819,760 Q1--153,682; Q2--186,021; Q3—224,014; Q4--256,043
Q1’02--257,163
and it looks to me like the strong (20%ish) sequential growth streak has come to an end in Q102 as sales are essentially flat with the preceding Q. in that sense the 72% growth rate you list for Q102 may not be capturing all that is going on. i know it is a YoY rate and is accurate as far as that goes, but a slowdown for a rapid grower should show up first in the sequentials [as it has here]...either BEA is exhibiting seasonality for the first time or sales are slowing. i do not see how flat sequentials can happen if the market will really triple in short order as forecast by some of the "research" firms.
just some thoughts... |
