tkc,
I think you are very, very close, or at least your analysis is nearly identical to mine.
We are starting to get enough historical information to identify trends and, I hope,to improve our forecasts.
As I mentioned my greatest miss was Dell bundled volume which may have been off by more than $500K in the quarter. The good news is I believe there is growing enterprise "pent up" demand that will eventually be satisfied and that pent up demand can now consider a full range of self encrypting drives that were not a available earlier in the year.
Adding to that pent up demand is the apparent dissatisfaction with Vista and the apparent favorable reception for Windows 7.
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