Not really. I have been up for 6 hours going over everything related to Neng to see what I could be missing. It just gets better instead of worse, in the sense of their positioning. I am convinced the mythic oem deal is nt, and the emc hba contract change took folks eye off the new oem deals with msft and bocada. anyway..I am still working through this..
i think we could have a "c" up unless it's a "b" down, then again it could morph into wave 4 but of course don't forget about the possible wave 2... i would also not discount the impulse wave followed by a sub-minuette.