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Technology Stocks : PUMA Technology

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To: G. H. who wrote (369)	8/11/1998 2:46:00 AM
From: SidStock	Read Replies (2) of 851

Hey Henry, I think my cayn bad luck followed me over here.... just when I thought i had the last turkey out of the portfolio... my last crap shoot (puma) turns up missing its numbers too... Ah well I still like the prospects for this company... just a real bummer on the revenue side. I wonder if they have been having backlog/booking problems for a while and just decided to use this Q with the acquisition to clean the slate, build up some backlog and do a better job at managing revenues. Most successful s/w companies play the number games and adjust bookings and backlogs to even out the revenue stream (usually showing some % growth). They can go a couple quarters with a revenue shortfall if the manage it ok... but eventually it catches up and they take a one time big hit. Hope this is the case.... last quarter sounded really good cant believe it could go to sh*t so fast. What happened to the increase of corporate deals, shrink wrap products, etc... The even raised the price on intellisync, 3.0 lists for 70 bucks vs 50 bucks for the 2.0 version. I will wait to hear the conference call "tone"... Sid

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