@Brian_Peterson and @LePigPen - Giant should be treated equal parts like a "bike fab" than just a brand in and of themselves. Their own bikes are a notable part of the business, but the bikes they make for other companies very large, too. In this light, we can treat them like TSMC. The analogy does fall apart for various reasons I'll detail in a subsequent post but if there is one "TSMC" of bikes, its Giant. You guys do mention how they have business outside mountain bike, which I'm sure is bigger than mountain bike alone (either their brand or...