I think the answer to the stock problem is quite simply - more retailers - more stock on more shelves. I imagine there would have been a barrage of inquiry at Telstra shops and the like as stocks depleted, which could even play a positive part in progressing Telstra negotiations.
As fs0010 points out, JB do know retail, which means they were not about to go ahead and purchase excess quantities of units for Xmas when they had only a month of sales records at the time the reorder was required. Theyve played the safe game to the benefit of their shareholders and subsequently to the detriment of ours, who can blame them.
Both companies now have time up their sleeve to adequately prepare for next year, and provided the European rollout meets the projected timeline, the same can be said there also.
MWR Price at posting:
$3.64 Sentiment: None Disclosure: Held
(20min delay)