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Technology Stocks : ROSS SYSTEMS a turnaround? -- Ignore unavailable to you. Want to Upgrade?

To: bob zagorin who wrote (2886)	1/10/2000 11:18:00 PM
From: WTSherman	Read Replies (1) \| Respond to of 3067

Bob, its all about deployment cycle. Average SAP deployment cylce is 12-18 months. PSFT is pretty close to that. Thus the spending for upgrades, new modules, etc., starts long before they are ready to go into production. As those customers move towards production the licenses start to get deployed and the revenues move from the deferred category into the actual category. INFM on the other hand, doesn't have such large deployments or such absurdly complicated and inflexible applications and deployment is much quicker. I think you'll see clear signs by April.