the second quarter minor slowdown is not company specific
redhat, ffiv, ibm, intc, etc... they all said the second quarter will be challenging. every single one of them
this is not a broken company in any way shape or form. the growth in usa in q1 was 17%...yes, 17%. Exclude Pivotal and the growth was even better than that. The problem was in Europe, and the problem is for everybody.
in q4 of last year they grew 22% while the GDP was flat. again, this company has performed flawlessly for years