tom, i guess you like to make numbers up. after just reading one report, I found these quoted: market share comment p2 Wasserstein Perella report: >in the 2Q mkthsare for TLC averaged 34.9%, reaching a high of 37.3% in May....in June TLC share dropped to 31.5% ...in July TLc share was 31.3%...< The scoop for aug is that TLC dropped to 29 and with Brod it's now back up to 34%. now let me see, which analyst forecasted 46%? (no another forecasted only 41%) what will they forecast now? when TLC started buying all those companies this spring, all the analysts were forecasting hugh marketshare, as much as 46%! (just read them, courtesy of Tom.) so TLC spiked to $33. but then reality set in. PC Data Share : Jan 26% Feb 34.2% Mar n/a Apr 35.9% May 37.% June 31% July 31% Aug 34% (includes Brod's 5% which means TLC was only 29%!) so what happened ? someone forgot to forecast lower summer growth? wasn't spending $300m more, worth flat growth? how about share dilution from Dec31/97 of 67M to Aug/98 110m ? (I suppose you expected this and the lower share prices!)
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