they could be doing bad. But if they are peer competitors for brcd. if they tip the channel or lower the price, it means brcd also need to lower the price as well. which will hurt the revenue and the margin..
Last year MCDT tried that and failed to gain share for more than 1 or 2 quarters.Remember last summer when they were on fire and then all of a sudden they missed back to back quarters.This quarter they are making new lows.Good luck owning it.I can tell you do.