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Re: tkc - knute's billings vs employees chart

By: Cactus Flower in ALEA | Recommend this post (0)
Mon, 13 Aug 12 12:17 AM | 106 view(s)
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Msg. 09293 of 54959
(This msg. is a reply to 09290 by DigSpace)

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hi dig,

yes. made the same point elsewhere. but relative to staff increases, it just isn't much. yes there's breadth. but the rate of demand indicates a more gradual approach made the most sense. i get the feeling wave rolls the dice even where there's a prudent alternative.

and the stuff he comes up with - such as in q3 11 when he talked about adding 20m of opportunity to the pipeline for 2012 - is just wild-arsed nonsense.


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The above is a reply to the following message:
Re: tkc - knute's billings vs employees chart
By: DigSpace
in ALEA
Sun, 12 Aug 12 11:46 PM
Msg. 09290 of 54959

largely yes, but there is the Dell restructuring to factor in which could lead one to conclude non-OEM bundling billings are kinda improving.


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