Dell, I've looked pretty hard, and have not found anywhere where there is more defining language than that.
Should one hazard to infer, Q3 was the highest Q on record for Dell revenue, $5.7m, seeing that the language allows them to not bundle, they don't seem to be ramping down.
When asked at the CC about hitting $45-50m in 2012 I thought Feeney said ..' well you got 20m from Dell ...' and blah blah blah (strictly from my feeble memory).
While I don't expect the Dell relationship to stay as it is indefinitely,I can't see it changing with e.g. current Win7 machines.
I have always expected and continue to expect the Dell relationship to end more or less when TC takes hold, and for the product to sell independently and not bundled as part of more comprehensive solutions.
That is 100% completely uninformed unaligned Ouija board gut feeling stuff. As Win8 TPM wrapper and features for the client improve, I expect client bundling to be less distinguishing for Dell, but that there will be customers that use ERAS and for those, ETS will be on that particular companies/agencies standard order package ... so in the end at a higher price, on fewer machines i.e. unbundled, and very possibly for greater revenue to Wave.
Or not.
The above content is my opinion.
