tkc, uhh, w-what?
"Didn't Solms say that he has filled the revenue drain from Dell's exit w/ that from other OEMs?"
I definitely missed that ... not that i know what it means ... Dell spent some time in the 5m/Q zone as memory serves, then 4, then 3, then 2.
Is this a projection that the other OEMs will fill, or a reflection that the OEMs have filled.
Seriously, booking OEMs, in theory are:
Dell
Samsung
Sandisk ....
that's it, right?
Still, that all said, ... fill to what level? The peak?, the rengotiatede few Qs RA? 2012 averaged $3.9/Q, 2013 ave $2.8/Q. When Solms got hired it was around $3m.
Certainly news to me in any event , source?
The above content is my opinion.
