what was said (as I recall) was from the following line of thought
... come to new company
... see things
... become boss
... do systematic review (all of this is stuff we've heard)
... in review look at efforts, focus, allocation ...
now in my reading of previous SHM reprots there was emphasis on something to the effect of switching from small sales focus to big fish focus. That is not what I got as the initial somewhat planned remark.
Instead what I recall was
' there was NOT much effort/focus/allocation in SEDs and ERAS, there was a good effort in SFND. ' and that stunned me, and hence my noting it. yes, later he mentioned that they are activily seeking to bag some big fish and so on, but the notion that particular product lines enjoyed more aggressive sales efforts stunned me (and solms imo) given that SFND is comparatively commoditized (as BS remarked).
But there was nothing said that I interpreted in 'set aside' fashion per se.
My personal pontification on this is more like this: SFND was acquired with staff, staff trained and led by other people for some time, staff that had focused on selling its COTS products for some time, and so they did what they do (sell and support the products they make). The Wave products are sold by Wave staff, trained by different people, represented by SKS, and that was an organizational nightmare of festering low morale, no metrics, and a defeatist 'they don't get-it' self-fulfilling cluster-fug of an overall corporate attitude that was waiting around for Win8 to save em, so they might was well cook up a new toy until softy rides to the rescue and/or the top was more interested in new toys and had grown bored or otherwise entirely uninterested in the hard work of tailoring, polishing, and selling an old toy. IMO had SFND been an organic Wave thingy, it too would have completely sucked in the moral/execution/polish etc. This whole paragraph is entirely my notions, not at all derived from anything else.
SFND was profitable in Q1 the way I read the report.
The above content is my opinion.
