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Technology Stocks : FirstWave Technologies (FSTW)
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To: TEDennis who wrote (7331)12/28/2002 1:57:18 PM
From: Oeconomicus  Read Replies (1) of 9677
 
TED, one might expect them to tell the shareholders how much of the revenue comes from ASP "lease" payments vs. traditional license fees. Investors could then better understand why the numbers are so small over all if a significant portion is ASP, and maybe even assign a higher valuation based on the knowledge that there is an annuity stream of ASP payments out there. That's the kind of business metric that makes for better IR - and the kind of thing I've been pushing for for years now.

Of course, one might also expect them NOT to quit disclosing the domestic vs. international revenue split in their quarterly reports, but quit they did. I don't think they really want shareholders to know much about how they are doing beyond "the pipeline's never looked better".

Bob
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