The only impression we can get from Solm's is a gut feeling. It just feels so different in the way he interacts from the ousted ceo. He also dosen't carry the years of baggage the former did, although many want to judge him on a timeline and criteria the other was never subjected to.
The void is about the only thing that has been consistent in this whole ordeal. For consideration, if the get a deal say the size of PWC does that resonate if there is no follow up and with the DELL revenue drying up-since DELL revenues were always there when prior deals were put in place.
I see a lot of emphasis put on CFBE. Is it significant if this is achieved with mostly cost cutting and a minimal to modest revenue increase?
We need to see significant deals announced or a group of deals with following shortly after another.
You don't want to see the gaps between orders this company has experienced without a recurring DELL type revenue in place.
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