Close. Back in the day at the trade shows Specialized would go up to each manufacturer and ask how many units they'd sold that year.Let me guess. Some of the good folks from Kona saw some execs or managerial bods from Specialized talking about 'cost per unit', 'shifting units', or something along those lines, and then framed it as 'corporate Spesh and authentic Kona'?
The rest you've figured out.