Dig - I also "am not at all inclined to use a Bell-ID agreement as an indicator for VSC sales competence, demand or likelihood." However, I am inclined to use it as a measure of their ability to properly forecast and to meet stated, company defined, time frames.
That is my point.
Yes, I do see it as a transitive property. That's where we differ. Your previous message to blue summed it up nicely.
As of right now, my gut says there is a 50/50 chance that Q3 will not be what people are hoping for.
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