Why is leading so important? The QTMM SP goes up fairly dramatically if all QMC ends up doing is grabbing a me-too piece of business that consumes their current capacity. Heck, it could even be via a crappy 3rd tier display supply chain and be solely driven by a global supply shortage and still that could result in the financial goals of many shareholders being met!
Now I suppose if one only has a $10,000 investment there is a need for the SP to exceed $10/share to reach a million dollars. And that is the daily rub here. The variance in holdings, experience, objectivity, etc., results in different metrics and goals.
