| spemanig said: I still think it's too early for optimism. The boost is clearly due to the hardware refresh, and nothing more. The decline is still as real as ever. |
It won't be up YoY but it can be close.
If it averages 100k/month from March-October (it averaged 125k in the same months last year) than it will be even thru the first 10 months. The holidays will most likely be down from last year when it did 1.325m in Nov+Dec, 1 million this year is quite possible so the total YoY decline will probably only look like 15%.
When the herd loses its way, the shepard must kill the bull that leads them astray.







