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big-yank

12/12/13 6:40 AM

#2362 RE: robtewms #2361

If you look at the charts for both ENS and JCI for 2013, their run-up commenced well in advance of any reported trouble at Exide. And many of the factors cited by Exide as detriments could easily and equally be seen as similarly impacting their competitors... rising lead costs, strengthening dollar vs. Euro, etc.

big-yank

12/12/13 6:40 AM

#2363 RE: robtewms #2361

If you look at the charts for both ENS and JCI for 2013, their run-up commenced well in advance of any reported trouble at Exide. And many of the factors cited by Exide as detriments could easily and equally be seen as similarly impacting their competitors... rising lead costs, strengthening dollar vs. Euro, etc.