Whitewash, I don't see the economy as bleak as you may. Yes, a market downturn may delay a firm's plan to modernize its PC network, but they can't stop. The discussion from the CC is that a customer likely will order a couple hundred seats per month through the course of a year. Now maybe its only 150 seats. But they still have to maintain & replace their PCs, and securing those PCs, hardening the data, keeping a chain of custody on that machine, the network and data can be done cheaply and the consequences can be devastating.
It cost TJMAXX about $25 mil (est.)on their publicized breach. You don't build a new house without a home alarm.
Ciao!