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Re: Vader post# 147207

Tuesday, 07/03/2007 2:14:33 PM

Tuesday, July 03, 2007 2:14:33 PM

Post# of 249164
Vader...don´t think so.

Starting at the worst case scenario....

I assume about 40% of the 1M(WC) FDEs are shipped by DELL, ASI, TAROX. I assume that Seagate pays NOTHING(WC) for the drives shipped to other OEMs.

400K with an average of 6 bucks: 2.4M for 2Qs

Add the bundlings of about 1.7M/Q and HOPE for a FEW enterprise upgrades.......

Thats without ERAS and without ANY new OEM(WC).

BR

ISPRO


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