Funny..but I was just sitting here dreaming that they said something at the conf today that made the stock go up 2 bucks thereby erasing the down in the larger portfolio from today.
I did like hearing that they thought margins would expand Likeed the overall story and the strategy. I did not like hearing what % of current revenue still comes from EMC.. it seemed really large still. Also didn't like the restatement of the 50% margin haircut from EMC. Was pretty clear that they were trying to say not to expect anything new this QTR.
Unless I missed something it seems like another couple of quarters before we know anything conclusive about their propects.
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