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Re: Bluefang post# 241333

Saturday, 03/21/2015 11:53:35 AM

Saturday, March 21, 2015 11:53:35 AM

Post# of 249182
And with just 7 biz days left in the Q1 quarter to be reported in early May--the lack of any real news nearly insures the Q1 may actually be worse than Q4 '14. The accumulated hammering and concussive power of all those bad quarters in a row, coupled with the new CEO's optimistic statements--may bring an end to the madness known as Wave before the year is out.

"Insures Q1 may actually be worse than Q4". With Q1 billings going up an estimated minimum of $1.8m over Q4, that statement is wishful thinking on your part.

The "hammering of successive bad quarters" you refer to is btw the result of Dell's continued slide to zero, in fact Q1's estimated uptick in billings of $1.8m allows for it going to zero. No matter how one slices it the $2.3m sale be it for a DP product, SED management or VSC is an significant step forward in executing Solms' strategy that includes selling to the large enterprise segment.

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