While I am not sure I agree with your "facts",I do agree that some of what you mention is lifted out of the press (which I am sure you agree is bias based on the source and subject matter). In either case, it is the market that passes judgement on the "facts" and it has spoken.
before the divestitures GM was in the 57% range.
After the divestitures GM is at 61%.
The comparisons are made agist the past year contunuing operation not agaist the divested operations of 57%, that's why you do not see it in the financials. If you go back and read the reports from last years you will see.
TTM 12.2% industry growth is < than ADI which is at 14%. Q vs. Q is not TTM.
They are not losing MS, in fact if you look at TI (the largest MS holder) they were down -2% Q-Q and only +2% Y to Y. ADI +1.5% and +7%. ADI is gaining market share at a 5% rate.
We will see what happens over the new few days, After hours doesn't mean anything. The company guided sales up slightly during the last conference call and hit in the mid-range. If the analysts didn't adjust their guidance along the way they are going to be off now. I don't place too much credibility in First Call estimates. I think it was a decent quarter under these difficult times.