SI
SI
discoversearch

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.
Technology Stocks : BroadVision (BVSN) -- Ignore unavailable to you. Want to Upgrade?


To: Lee who wrote (1759)7/23/1999 1:25:00 PM
From: ynot  Respond to of 3773
 
actually could be higher, i was rounding down
last quarter (deducting partners) about 30 new customers
this quarter (deducting partners) about 49 new customers
i rounded to 50%
they said 27% revenue boost, i used 25%
so if customer increase rate is twice that of revenue increase, there is a problem somewhere
either revenue per customer goes down
or customer numbers are not correct, announced before they pay
or some combination of early/late for customer/revenue numbers imho

another way to look at it
if APS is up marginally and customer count up 50%, one would think that APS would be up significantly higher than reported

something is quite odd again this quarter, and imho even more out of kilter than last quarter

jmo
ynot :)