Thursday, April 2, 2009

PLCM Q2 and that state of everything else...

So, the buzz in the analyst community is how well PLCM is going to do this quarter.  Some PLCM sales people are quite happy with their numbers.  My personal take... a lot of people got haircuts on their quota and they're quite happy.

Overall, what do I think based on talking to lots of people?  PLCM is losing market share like a cancer patient is losing hair.  Its ugly.  

LS & Sony are winning deals with customers switching to value plays.  Talks with resellers in the refurbished market are making a killing selling used TAA & PLCM.  don't belive me?  Google refurbished polycom or tandberg.  Or... just look on Ebay.  The market for used gear is rich.  Customers who dont want to buy LS are buying more and more used gear.  One reseller told me they have an outstanding order for 200 USED 990MXPs from just one customer.  Thats a lot of revenue not flowing to fulfill someones quota.

No comments:

 
ss_blog_claim=696d2076fda43d78281e6dc80d7c177d