Quote from Grew:
Its called Massive channel Stuffing.
My emotions used to think the same way.
However, I did a study on RIMM DSO about a year back, and to my surprise, the DSO was perfectly flat to low for years.
So that channel stuffing argument doesn't pass the muster. I'm looking for some kind of quantitative arguments to back up that type of statement. Maybe the global carriers are exploding or something...
Don't know, but really would like to understand how they are doing it with a good argument.


