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Technology Stocks : LEGATO SYSTEMS LGTO
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To: gmccon who wrote (744)1/28/2000 2:43:00 PM
From: Chuzzlewit  Read Replies (2) of 1138
 
Greg,

A thought about VRTS eating LGTO's lunch:

I looked at top-line growth for both companies, and in order to account for the shift in LGTO's revenue recognition I used the metric of revenues plus the increase in deferred revenues for the full year. Using this metric I discovered that VRTS grew at an eye-popping 82.8%. But LGTO came in with a sizzling 70.4%.

Those numbers ain't chopped liver. More like pate de foie gras <VBG>.

I wouldn't call that VRTS eating LGTO's lunch. I would characterize it more along the lines of both companies sharing a wonderful meal.

I still haven't taken a position in LGTO, but I'm getting close. While VRTS's numbers look better than LGTO's the price of VRTS is obscene.

TTFN,
CTC
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