My thinking was more along the lines of one last hoorah. Throw as much money and options at everybody as one can imagine. On the 2013 thing, i have simply never subscribed to the notion of large scale DoD adoption prior to that. I have depended on a couple large accounts, strong growth in SMB, and a few more significant 'operational' type DoD initial deployments.
My napkin says they needs to sell something liek 100k in enterprise type seats above and beyond SMB/bundling/basal SFND. Perhaps expenses will come down more than I am seeing (your numbers less harsh than mine on that), Q1 should provide at least some insight into that.
The goo coming out of SKS' mouth in terms of guidanceis pathetic beyond my wildest expectations.
10-20 WEM deals possible this year "absolutely"
pilots touring other pilots.
50m
60m
top-down
bottom-up
cross-selling traction in Q2
It is a serious load of bollocks he's peddling out the pie hole.
I'm considering a second installment from BP as I high probability event. After that its just fraternity ballyhoo.
No wonder the SP is in the tank.
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