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Strategies & Market Trends : Sharck Soup
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To: DlphcOracl who wrote (15026)4/5/2001 4:14:36 PM
From: A.L. Reagan   of 37746
 
Remember, no one has really reported "earnings" yet.

And when they do, even though some may hit lowered expectations, the near-term forward outlook will be gloomy.

A lot of the big-ticket enterprise software folks shipped orders here in Q1 that were booked back in Q4... there's a lag because typically (assuming conservative accounting), all or a good chunk of revenues can not be booked until the product is installed at the customer.
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