Old 11-18-10 | 07:24 PM
  #122  
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learnmedia
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Joined: Oct 2009
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From: SoCal

Bikes: '09 Fuji Team; '11 PedalForce QS3

Originally Posted by kudude
Seems that Bob was speaking more from a sales/market share point of view and not really weighing in on the value of the products.
Okay. The implication then is that SRAM and Campy are doing a better job at marketing their products? I am speaking to market share as well. I acknowledge Shimano's recent market share loss, though that's coupled with overall industry growth so there's actually room for a very healthy Shimano in spite of the increased competition. I looked at one of their 2010 quarterly reports and it showed an increase in profits over the same period 2009 by 13%. Also, Bob clearly has an insider's sense of trends, but I would like to see the substantial loss on Di2 that some claim supported by data. If anyone can afford to support a ultra high-end group like Di2 wouldn't it be Shimano? Might they have been conservative in their production runs so as not to have massive inventory sitting on shelves? Recouping R&D typically occurs over the long term. Just trying to get a better understanding of the bike component biz.

Last edited by learnmedia; 11-18-10 at 07:28 PM.
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