i don't know if it will still meet the 10% YOY EPS growth target, i really doubt
obviously so far the DAS business is a failure, and I don't know how long it will last
i had a site visit last week, i didn't see there's any possibility that the new warehouse would be finished this year
people were questioning my 'big picture' theory in another thread, it's a cash tight industry, cash should be spent more strategically.
it would be a hard time for disti for the next 2-3 years, many small distis wouldn't servive, when someone has load of cash in hand, he would be in a much better position.
but anyways, who knows, maybe VD only gets paid on revenue not the margin, and I was blaming the wrong person.
DDR Price at posting:
$10.80 Sentiment: None Disclosure: Held
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