Gary,
>>My guess is that part of the issue is that you're using
multiple sources. Do the numbers from each of these sources (once totalled) equal one
another. I bet not. What does that tell you? That tells you that these reports are not
precise..... <<
Isn't this the bottom line? Truly, how accurate can any
of these reports be? They can all be combined to prove
a case for different sides. My opinion, and I'm still learning, is
that you have to take what you can get from all the data,
try to filter out the noise as best as possible, maybe just
stick with only the "absolutely" obviously true facts, and
use all the other intuitive knowledge we have about the
other companies, network technology, and technology trends.
With all this, we get closer to the "truth".
I have to say, if Mr. Fun is talking with other analysts who
do this for a living, and are in constant contact with
inside company sources, then he may have a base of information
we should be extremely willing to obtain, and at least open
to hearing him out. This is provided his contacts are
quality professionals of course.
Let's face it, we're outsiders in the dark, trying to spy
inside the company.:-)
joe |
