management absolutely screws it on the call - analysts pretty unhappy
margins to come down because of investing into low margin service business
weak Asian business, weak Federal business
company won't provide financial key metrics like the vertical breakdown or even book-to-bill starting from next quarter on.
would expect multiple downgrades and price target reductions as the company undergoes a strategy change pointing to competitive issues - obviously it won't be enough to sell just the high margin product and pocket the money going forward.