2nd half
Gross margin adjustments on fly offset and leveled off European macro conditions....believe Europe back on track...all other regions grew...
Expect large OEMs to improve in 2015....
Answered most meaningful revenue is end to end solution...partners like OEMs, MS, Techdata..........as you build these out you white paper and market will recognize acceleration as it kicks in.
GW side - migrated much of legacy products to new comtemporary products...part of virtual fabric...
GW will live in hyper V...GW can be deployed in HP, IBM, etc. machine....hoping Simon, etc. can provide insights to speed revenues
Channel model you take a hit on overall margin but trade off is co branding/marketing....all partners this applies to...
adoption rates of GW ...future of company....if didn't believe it would put the effort forward...GW is a platform to improve all of portfolio...
100% saw interest in GW at MS shows......eliminates pain points......quite confident in market interest
AZURE GW is imminent a second time.........heavy lifting done..now fun begins (eric's words).....
Shelf is good housekeeping to be opportunistic with good financing...effective after 30 days earliest...........
said they haven't seen price impacts on other company shelf offering..
Max SH Val - example Imation should help SH value..
committed to SH value......additional non mgt
resources
Patrick - Handshake on run rate as driver of investment - company clear they are not commenting on guidance because they can't comment on guidance....not revising it...need to modify sensitive partner info to speak on the guidance.....
Peter said cognizant of last few weeks share price.....they are not reacting to price but build business so volatility goes away......
Very large cloud company who didn't disclose segment info for 9 years cloud business and when they did it was $5B......
Quick margin growth from RDX and scale
Capacity to scale w/ full China manu facility....G Series plus GW now hyperconverged.....intro in Edu starts from $10K and goes up with recurring licenses component....
Big market all of above...ISV, verticles, horizontals,,,function of marketing monie....going where they have specific use cases...
Fortune X companies looking at this as enterprise solution...Govt, HC, education like this as data sits behind firewall not local computer or laptop..Education reduced online testing cost built in..some like cloud and others not hence hybrid...
Forklift OS into Cloud....seamless....no complex middleware...
yes intend to market and drive cross selling...product for sale but value prop comes more compelling with AZURE GW....
tired now sorry for missing stuff..
