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Post# of 249952
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dig space

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dig space

Re: New Wave post# 221050

Wednesday, 02/01/2012 10:45:25 AM

Wednesday, February 01, 2012 10:45:25 AM

Post# of 249952
NW, is it happening?

I've got SMB/bundling up 13% last Q versus 2%, -5%, -3% and 5% for the previous 4 Qs. That is where SED upgrades would get buried.

Wave claims that to the extent that SEDs are being managed, they are the managers.

I don't know what line item gave the jump in Q3, but it nis a decent jump.

The above content is my opinion.

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