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Strategies & Market Trends : Rande Is . . . HOME
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To: Rande Is who wrote (14599)11/10/1999 9:29:00 AM
From: jimbos  Read Replies (2) of 57584
 
Oh yes a couple more points on CPWR. CPWR took a whack on the IBM announcment that mainframe sales are slowing down. CPWR charges by the mips so revenue should not be hurt. Something like 70% of the revenue is recurring from licensing fees. Where their numbers flucuate is with the number of contract workers they have on consulting projects. They have upped the number of these workers by something like 7000 employees in the last 6 months. They would not be hiring the employees if they felt they could not place them.
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