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I wonder if there was something going on like a bubble of guys "collecting" and "upgrading" way too often that is slowing down. Are the MAMIL's aging out or something.
Could be "average joe" who bought a hybrid or whatever is slowing down due to whatever (cell phone using drivers?) too, etc..
We've heard about the US internet businesses in cycling getting hurt by distribution pricing difference with Euro internet businesses, etc.. too.
Or maybe they are all just mismanaged.
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