SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ROSS SYSTEMS a turnaround?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: bob zagorin who wrote (2886)1/10/2000 11:18:00 PM
From: WTSherman  Read Replies (1) of 3067
 
Bob, its all about deployment cycle. Average SAP deployment cylce is 12-18 months. PSFT is pretty close to that. Thus the spending for upgrades, new modules, etc., starts long before they are ready to go into production. As those customers move towards production the licenses start to get deployed and the revenues move from the deferred category into the actual category.

INFM on the other hand, doesn't have such large deployments or such absurdly complicated and inflexible applications and deployment is much quicker. I think you'll see clear signs by April.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News