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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dalin who wrote (40232)8/15/2001 8:34:17 AM
From: stockman_scott  Read Replies (1) of 65232
 
08:25 ET Veritas Software (VRTS) 37.44: Morgan Stanley issues a note discussing the Veritas 10-Q filing from Monday; says that in fleshing out the etymology of its license growth, Morgan suspects the quarter will remain controversial; specifically notes that in backing out clustering/replication products, it appears that these products saw a sequential and year/year revenue decline, possibly contradicting the company's claim of triple digit growth. Morgan Stanley acknowledges that there are reasons why its analysis could be wrong.

________________

Dalin: Thanks a lot for posting your insights on being an OPTIMIST...They are clearly worth reflecting on. How's the boat?

Best Regards,

Scott
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