Re Q2 Reveues I haven't had the time lately to participate on this thread...but I was somewhat dismayed that some have been setting the Revenue bar so high that it will be a set up for a let down if the numbers do not meet these lofty expectations. Seven Million for Q2.... in my opinion...is not justified. The only way we could get to that figure is if there has been a dramatic increase in the number of SEDs being ordered through DELL....or....a very large attachment rate increase in regards to ERAS. I do not believe we have seen any indication of either of these situations. Instead...I'm looking for indications for steady progress in the bottom line as well as INCREASES in the SED attachment rate to the total number of laptops Dell sells as well as an increase in the attachment rate for ERAS to the total number of SEDs sold by DELL.. Personally....I'm looking for a number to come in somewhere between 6.3-6.5 million for Q2....fwiw A number less than 6 million would be unacceptable to me!!!
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