Viador (VIAD) - Enterprise Portal Message Board

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Technology Stocks : Viador (VIAD) - Enterprise Portal

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To: Thomas DeGagne who wrote (284)	1/1/2001 1:24:11 PM
From: Carl R.	Read Replies (1) of 294

I did one awhile back that includes SQSW: Message 14718067 To me the biggest differences are the extremely high DSO for SQSW and their near complete lack of deferred revenue. Also, note that PLUM has nearly double the deferred revenue of VIAD, which indicates to me that they may grow faster than VIAD in the future. Their higher deferred revenue may also be related to the higher service revenue component of their revenue. Personally I wouldn't touch SQSW until there is evidence that their customers are willing to actually pay for the software. Carl

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