More detail is always going to be better but many companies never disclose this information especially when competitors will listen. On the other side it would be good to know how many of the 325,000 employees will be using the products, then this gives us some scale of the deal. (If its a top ten F100 company in health then this was the least number of employees I found). At the end fo the day regardless of the size of the deal its moving in the right direction and it clearly shows this company is going to go along way. Karl has said many times now more CAP raising and to do this now would kill all momentum over theist month. There are 2 more deal to be announced and I am pretty sure one is a US Govt Military deal. I could be wrong but one of the guys did mention that in the Q&A and I think Karl said this has taken longer in the sales cycle than normal.
LVT Price at posting:
29.0¢ Sentiment: Buy Disclosure: Held