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Re: tkc

By: tkc in ALEA | Recommend this post (0)
Fri, 09 Aug 13 8:18 PM | 34 view(s)
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Msg. 14364 of 54959
(This msg. is a reply to 14360 by Cactus Flower)

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I didn't take the time to analyze rev using billings. I used Licensing rev/Q and deducted Dell's portion. In Q4,Q1 and Q2 the non-Dell contribution to Lic rev is 2.8, 2.5 and 2.9 respectively. Q1 is historicly weak - but I'm not seeing what you do. So,huh? back at ya.


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The above is a reply to the following message:
Re: tkc
By: Cactus Flower
in ALEA
Fri, 09 Aug 13 7:16 PM
Msg. 14360 of 54959

hi tkc,

huh?

i'm searching for incipient demand.

i'm seeing very impressive sequential quarterly growth in the category that matters.

136% growth over two quarters causes you to say "It needs to grow much faster"?

i have to question your expectations.

if that rate continues or something like it, wave has a business. it's as simple as that.


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