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Re: The most puzzling part.... 

By: Cactus Flower in ALEA | Recommend this post (1)
Fri, 07 Dec 12 4:48 AM | 70 view(s)
Boardmark this board | The Trust Matrix 		Msg. 12133 of 54959
(This msg. is a reply to 12127 by loosechange)
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the most puzzling part is the lack of additional dilution, isn't it?

no sign of demand on the surface.

so why no dilution in november?

if they make it past the middle of the month, then there's room for a teeny bit of hope.

but my back of an envelope guess is - the next round of dilution will probably occur before the next 7 business days are up.

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The above is a reply to the following message:
The most puzzling part....
By: loosechange in ALEA
Thu, 06 Dec 12 10:45 PM 		Msg. 12127 of 54959

"Windows Server 2012 automatically provisions and manages the TPM"

How much does this now, or in the near future, encroach on Wave's Box (Endpoint), Cloud (WEM), and SED (ERAS) playground? Exactly what did SKS mean by saying MS "gets it"? Wave's market niche?

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