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08/01/14 12:28 AM

#238253 RE: tkc #238250

tkc, I'm expecting worse. I just expect Dell to be much worse, expenses to have gone up some, and other revs to be weak as well and fail to revert to norm. And hey, IWBW too. The only things I imagine might temper that are perhaps some MU development/services revs (high COS) and maybe some early Samsung bundling to take a small dent out of collapsing Dell. But it is all really just pulling a bunny out of my bum. We see what is when it prints.