S1: Doing Business in a Dot Com Depression, -V1 Message Board

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Technology Stocks : S1: Doing Business in a Dot Com Depression, -V1

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To: tuck who wrote (832)	5/3/2000 1:31:00 PM
From: MGV	Read Replies (2) of 1013

No Tuck, your understanding is right - services are not considered to be recurring revenue. The new adds of data center end-users (from 261K to 400+k) and the # of finacial services companies in implementation (from 70 to 90) and the increase in implemented data center companies (12 to 14) were better than expected (slightly). I think the way to reconcile the point about revenue mix in view of the increase in data center numbers is that they are not getting the transaction volume yet.

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