We still believe that IT spending is not getting worse, but clearly it's not getting much better, and we're still bouncing along the bottom. It'll be more of a trader's market than anything else.
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We'll just have to wait until October for that to happen.
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I think this is a very complementary business to go along with servers, storage and software.
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CDW is undertaking an extensive sales force realignment to position its account managers along geographic territories. While we agree with the logic behind this initiative, transitioning accounts in a relationship-intensive business is likely to be disruptive to sales momentum.
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