We decided to use these challenging economic conditions to position ourselves better going forward.
I don't view them as competing. It's more Wall Street than anything else trying to drive the debate.
The greatest factor clouding our vision is conservative forecasting on the part of our [sales] channel and our field. I also think there is a smattering of segments that were strong last year that aren't strong this year.
We saw a period in the February-March time frame when we didn't have a lot of visibility, and IT spending was in a state of suspended animation. But today, two weeks into our third fiscal quarter, we've got many data points where IT spending is, in fact, being released.
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