PCMI guidance was terrible in 2017, but way too conservative in 2016 .... their track record goes back more than one year. I think the big picture deserves some consideration.
PCMI...I dont really undersand your point. We all knew the quarter would be bad, so guidance is all that anyone was looking at. They didnt prove anything about guidance this quarter, they proved it before the quarter and we all knew it......are you saying a crappy quarter was a surprise?
And we all were buying based on adjusted numbers, so that hasnt changed....I mean you bought some based on adjusted numbers.
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