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Re: aleajactaest post# 230400

Friday, 03/15/2013 11:29:53 AM

Friday, March 15, 2013 11:29:53 AM

Post# of 249201
Alea...that pretty much coincides with the DELL readjustment in payments I believe. I remember the wavoids being non-plused about this event because of the payment being raised on another product-which I don't think the sales of even raised a blip on the radar.

Dell reported a pretty terrible last quarter which I am sure with affect the bottom line reported on Monday.

I also believe this result for DELL is what is fueling the move inside DELL away from a PC company towards more of a service provider. I think this has been brewing for some time and is what drove their purchase of Credant.

This move is one that I think the wavoids have discounted. I think a solution provided by a known brand is a real problem for wave going forward if they cannot capitalize on this market in the near term.

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