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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 239.19

+2.1%

Jan 23 3:59 PM EST

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To: Glenn D. Rudolph who wrote (97115)	3/22/2000 1:08:00 PM
From: Wizard	Read Replies (2) of 164684

Hi folks, regarding VIGN vs MSTR accounting, they were opposite. The question comes down to the forward revenue growth rate. If you book big deals up-front, your forward revenue growth rate should slow as you know have to grow on top of a huge base and you need to do 1.3 huge deals to grow 30% (sequentially) on top of the 1 huge deal you just booked. The receipt of cash really isn't the issue because you can receive payment up front, your receivables look fine (as they did for MSTR) and you will still be under pressure to sign huge deals in the future in order to keep up your revenue growth. This is the old world of software. VIGN books revenue when the software is rolled-out (implemented) and this inherently defers big deals.

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