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To: Jon Stept who wrote (98056)2/12/1999 2:38:00 PM
From: vc21  Read Replies (1) | Respond to of 176387
 
Jon,

Actually, Niles did provide data. He even attached his model. But he did not provide the data we are looking for specifically what is leading you to believe that that a "shortfall came from the US corporate desktop and server revenues." Also, what is leading you to believe that "units came in at 2.2m vs. expectations of 2.3m." One more, what is leading you to believe that "corporate ASPs are under pressure." If there is enough interest, people can PM me with e-mails and I'll send it out in Adobe Acrobat.

Regards,

VC