Do you think it really went down that suddenly? Or were they just doing a terrible job of estimating in previous quarters?
Discussion
It’s mainly that their model is not geared well for big nonlinear changes. Mostly it’s exports affecting it.
Do you think it really went down that suddenly? Or were they just doing a terrible job of estimating in previous quarters?
It’s mainly that their model is not geared well for big nonlinear changes. Mostly it’s exports affecting it.