Drillbits & Bottlerockets Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Drillbits & Bottlerockets

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Pitera who wrote (8477)	4/19/2001 5:46:37 PM
From: Logain Ablar	Read Replies (1) of 15481

John: I don't like the deterioration of the b/s on CMRC but Hoffman has indicated a major initiative with MSFT to be announced next week. Also next week a joint announcement with SAP on the new generation software. They still see strong demand for public e marketplaces but are shifting sales force to private e marketplaces (next big growth area) They are still being agressive in expansion (i.e. no job cuts). Revenue next q $160 to $170 and pipeline is stronger now vs. last q @ this time (lets hope they can close the deals). Full year @ 675 to 760M (wide swing, but maybe I wrote it down incorrectly, from 900 to 925 last q for the year). Now in my simple math this is a $140M drop using the new high vs. the old low and they just missed by $35M so we have an additional $105 rachet down over the remaining 3 quarters. The recurring license was @ 17M up from 15 last q (and 10 the q before). I was expecting around 20 or more. Maybe the stock stays strong for a few more days with the market and especially if there is MSFT & SAP news next week. The msft.net deal sounds a lot better than the aol deal with ppro. We'll see tomorrow how the market reacts (glad sap & msft news on horizon). Tim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next