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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Judith Williams who wrote (38102)1/18/2001 11:07:18 AM
From: StockHawk  Read Replies (1) of 54805
 
Judith, nice summary of I2's confrence call. Just to clarify one issue:

Revenues: milestone, crossed $1billion mark, up 115% sequentially

In general people look at revenue changes on a quarterly basis in two ways, year over year and sequentially. In the case of I2 quarterly revenues increased 115% on a YoY basis. Sequentially the quarterly revenues increased 15%.

When talking about annual revenues, as you are, YoY and sequentially is the same thing, but people rarely use the term sequentially when referring to annual numbers. I just wanted to point this out, because if a casual reader see 115% sequential growth they might immediately think about quarterly performance, which would be absolutely incredible, and that is, of course, not the case.

StockHawk
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