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Technology Stocks : New Era of Networks (NEON)
NEON 3.030-0.7%Oct 31 9:30 AM EST

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To: T-Lo Greens who wrote (1181)11/21/2000 4:13:33 PM
From: notblake  Read Replies (1) of 1222
 
the difference is the magnitude. we're talking 1/3 of Q3 license revenues. that's a hell of a lot of software for these startups- all jammed into 1 quarter. it just looks really bad. they did not address this in the conf call and didn't in subsequent investment conferences. you have to be up front about this kind of thing and not just sneak it into the 10Q.

i'm pissed as hell too. my anger is directed at the company though- not at the only person who actually took the time to read the 10Q. how else could he interpret it? it's pretty cut and dried. given the circumstances surrounding the revenues, 'questionable' is exactly what they are. back them out and see how big their miss would have been last quarter. huge. doesn't take a lot of contemplation to see what is going on here. a f*cking shame; as i have been a big supporter of this company and recently added at $15 1/16.

i cannot imagine a good spin to this. i hope they can do it; but i'm dubious. we'll see in an hour.
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