hnstabe....SED upgrade vs SED OEM sales....The purchase of an ERAS for the SED upgrades are running north of 50 dollars/seat. The SED OEM sales are running roughly at 7 dollars/unit. Unfortunately, none of us have any idea what the current attachment rate is regarding SEDs. What should be encouraging is that Dell is FINALLY making a push regarding SEDs. Hopefully, we should hit a run rate of 2-3% by the end of the year. Using a run rate of 1% for Dell/month units sales....this should translate to roughly 60k SEDs/quarter (I'm using 2 million units/month in this example which maybe off...but it suffices for this example.)
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