Friday, November 19, 2010

Channel Stuffing is a Bad Sign

Most analysts and investors likely were quite shocked when Cisco Systems reported a surprise revenue miss in its third quarter financial report. That is relatively unusual, and has some observers wondering whether technology sales are suffering more than people think. Some are worried about "channel stuffing," a practice that can temporarily hide market weakness.

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Yes, Follow the Data. Even if it Does Not Fit Your Agenda

When people argue we need to “follow the science” that should be true in all cases, not only in cases where the data fits one’s political pr...