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Technology Stocks : BMC Software
BMCS 0.005200.0%Nov 10 3:57 PM EST

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To: Chuzzlewit who wrote (1105)1/6/2000 4:44:00 PM
From: Conan  Read Replies (2) of 1492
 
Chuzzlewit:

Not another balance sheet analysis exercise! I thought we'd seen the last of that with NETA!

Your point is a good one. Basically, the declining deferred revenues need to have a good explanation like change in revenue recognition policy, change in business mix, etc... This could be an indication that revenue growth momentum is stalling.

Conan
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