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Technology Stocks : S1: Doing Business in a Dot Com Depression, -V1
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To: MGV who wrote (830)5/3/2000 1:18:00 PM
From: tuck  Read Replies (1) of 1013
 
Mark,

Thanks for trying to bring me up to speed. Quick, possibly dumb question. Is there another part of the revenue stream that recurs aside from the data center revenue? If not, then data center growth is not OK if "migration to recurring revenue segment didn't occur as fast as expected this Q." What other recurring revenue have I forgotten that is underperforming? The licenses and services aren't considered recurring, are they?

Cheers, Tuck
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