It was difficult for me to imagine an SED mandate. For too many reasons it just didn't seem likely.
I'm curious if dabears latest tablet uses SEDs, I can't seem to find that it does, it seems it is removable SSD, and it is difficult to imagine that they are putting SEDs into their ruggedness laptop and or Humvees but not the tablets.
I'm beginning to think that part of ATM relief is this DRS deal a.k.a. The Army Sole.
The JA on that indicated a service agreement to lay the ground for SEDs to deploy Feb/Mar ... let that spill over into Q2, call it 10k seats, and one can imagine $1m there. The rate of $1m/10k seats seems about right for such a high end application particularly when added to whatever the service agreement calls for.
It doesn't take many FBCB2 seats to depressurize the ATM, and the public mosting by the US mil of deployment would seem to indicate there is at least some seats and that it could easily in the absence of a deployment 8k give the appearance of SMB growth.
Some SMB recovery on top of a modest DRS deployment is enough to explain backing off the ATM.
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