It's a Clarence Rutherford market. For those of you who don't know Clarence, he was the lovable doofus "Lumpy" on "Leave It to Beaver," and this moment is all about "Lumpy." The companies that are struggling to make their quarter are all using that term. For the real winners, there's nothing lumpy at all -- just continued linear growth.
Or, to put in in layman's terms, if your sales are described as "lumpy" on a conference call, your stock is going down.
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