VSC is all over the map
v2 code ready for trial end of june
product in large trial now
product launch late july
product takes 3-5 quarters for deal closure cycle
impression deals waiting on v2 code release
Its pretty garbled from my perspective, not a thing I am saying I expect more clarity on per se. It is clearly a focus, measurables have been stated e.g. Q2 report/early Aug (post launch) will afford an opportunity to review the launch, speak towards trials, provide a little more structure to timelines.
Given the company has little to go on as far as moving VSC (a newness reality) the vagueness makes sense, but it seems a very positive front edge expectation is forming. And yet the company sees a cushion, so they must be expecting something somewhere.
ee-gads, what is a void to think. somewhere it was remarked that BS was suprised they were still receiving dell revs post nov-13 .... reconstruct the last 2 Qs w.o. Dell ... yikes. Imagine Q2 without 2m in Dell, yikes. I've been kicking around Dell at $1m Q2, perhaps being generous ... or not. Q2 puts numbers under notions of cushions and things.
The above content is my opinion.
