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Re: aleajactaest post# 238124

Friday, 07/25/2014 12:05:42 PM

Friday, July 25, 2014 12:05:42 PM

Post# of 249143
on quick sales,

Solms and the CFO did argue "+19%" non-Dell new sales in Q1 (the only reported Q) although personally when kicking the numbers around it became an exercise in picking denominators.

Q2 has at least the opportunity to show more in the non-Dell new sales column, but it mostly appears they have been gearing hard to 2nd half 2014 and VSC.

There is still SEDs, and there is still the more legacy Safend DLP (although it was stated that there may be a resource allocation shift away from SFND).

As far as blue's patience, there is definitely an inherent contradiction in requiring the selling of something one is describing as unsalable.

The above content is my opinion.

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