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 : LEGATO SYSTEMS LGTO

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Edwarda who wrote (717)1/26/2000 1:14:00 PM
From: Chuzzlewit  Read Replies (1) of 1138
 
Thanks for an in-depth view of the contracts involved. Do you have a feeling for what portion of these contracts found their way into deferred revenues?

What I find especially odd about the whole episode is that the street analysts seem not to have engaged in any kind of in-depth analysis of LGTO.

IF my analysis is correct, then the "miss" was largely due to changes in accounting for revenue recognition, not an organic problem. Now the question is what are the prospects for the company going forward? How does LGTO stack up against the competition?

TTFN,
CTC
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext