re: Jim, do you really think what has been said today makes you right? What a dumba**! I'll start with the first point. You said "January sales slow." Who said that? It is totally false>>
don't forget, we are just having fun here.
Who you ask, Earl Mason, CPQ's CFO. Maybe Weak is a little Harsh. Europe 30-35% of sales On plan Latin America 4-5% Mixed Japan & Asia 9-10% were very weak, as expected. And the pricing enviroment in the U.S. (50-55%) was tough.
Well to me, I think that sounds like Jan was a weak month. You may think all of this means that there is great strengh in the overall market. If so, we disagree.
Either way, it looks to me like for now, I am more correct than incorrect.
Jim |