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I realize that the market can be irrational, but maybe I'm missing something. As I understood their 3 Q report, their sales and earnings were up as were their projections. This in spite of the fact that, to get themselves more in line with the timing of demand in Japan, they delayed a major shipment to that country until the next quarter.
This last development prompted a DJ headline saying intl sales were down 33%.
So the stock drops 8+%.
What did I miss ?
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