This speaks to something that I think is critical for business success and business growth: peer modeling.

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Barclays missed the call on that one, modeling the growth rate at around 3 percent quarterly.

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Based on our analysis, we find the total impact on PC unit growth could be more severe than we are modeling if our cannibalization rate assumptions prove too conservative, thus making the success of Windows 8 tablets a very important offsetting revenue source.

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After modeling them out over the next five years I've concluded they're in a no-growth predicament, but drowning in free cash flow.

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