Ask Michael Burke 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.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Knighty Tin who wrote (44727)	1/28/1999 2:36:00 AM
From: Peter Singleton	Read Replies (1) of 132070

MB, I haven't looked at the CPQ numbers closely, but wouldn't the increase in services Y-to-Y be simply the addition of DEC's substantial service revenue base to CPQ's original small services business? So, basically a meaningless number with the level of detail provided in the earnings report. [you'd said " Services growth was 1,249% this quarter vs. 4Q last year. Boy, is that good. <G> Yes, it has to do with taking over DEC, but DEC never saw growth like that"] Peter p.s., someone really ought to bolt DEC's last year's 4Q onto CPQ's and compare to CPQ's 4Q this year to get any realistic idea of how their business compared on datapoints like inventory. In any event, a pathetic presentation of the financial information in all respects by CPQ. Virtually useless for anyone trying to understand the performance of their business this past quarter and year.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next