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Technology Stocks : Clarify - upside to EPS
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To: Trader Dave who wrote (753)6/6/1998 11:38:00 AM
From: seth thomas   of 1062
 
Agree with your comments. however, I am thinking that some of these companies mght have artificially low license growth rates, since the revenue gets put into the services bucket. As I recall, there was concern last quarter about how VNTV licenses went from 67% to 63% (or something like that) of revenue. That's really a small shift, and would be easy for individual salespeople to do that on a deal by deal without anyone even realizing it was happening. On a $300K deal, 4% is only $12K - you could shift $25 - 50K and no one would notice.

Don't mean to sound defensive - it's getting to the point that any attepts at explanation or other perspectives on SI get called defensive. Actually, that sounds defensive, too.

I'm back - no way did I bring a laptop. I could only call in for stock quotes when my wife thought I was going to the men's room (maybe that's why the phones are always near the rest rooms). I did sneak a few extra calls.

Anyway, big honeymoon is in July - to down under for a month.
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