more from IV
"Guam I would add one more uncertainty. DNDN has a track record of channel stuffing the end of a quarter to give a perceived accelerating ramp. What Gold and Schiffman did in the first week of January with their announcement of a strong December was so criminal words cannot describe.
The fact that Johnson was willing to make a comment about a solid March without mentioning April, though the results have been in for some time makes me believe that the potential of March to rob from April in order to allow for an "acceleration out of the quarter" comment such as Johnson made as very likely.
The buyout option is the only path to the teens that I can see clearly at this point in time. I hope I am wrong."
"Guam I would add one more uncertainty. DNDN has a track record of channel stuffing the end of a quarter to give a perceived accelerating ramp. What Gold and Schiffman did in the first week of January with their announcement of a strong December was so criminal words cannot describe.
The fact that Johnson was willing to make a comment about a solid March without mentioning April, though the results have been in for some time makes me believe that the potential of March to rob from April in order to allow for an "acceleration out of the quarter" comment such as Johnson made as very likely.
The buyout option is the only path to the teens that I can see clearly at this point in time. I hope I am wrong."