underperform recommendation, page-15

Bob,
It takes many different perspectives to make a market. I've got no problem with shorts and i don't pretend that i can read the future (certainly wouldn't be posting here if i did!!)

I clearly am long here and are happy to hold my position and potentially add to it if conditions/fundamentals improve. I personally think the risk on this name is to the upside - any improvement in market growth or share will go against the short thesis - the short trap here is one data point does not make a trend - will wait and see how this plays out :-)

i would love to see that BBY report you refer to - or any other evidence you turn-up on this stock as "When the facts change, I change my mind. What do you do, sir?" .. i keep an open mind here :-)

Regards,
Mita