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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: kendall harmon who wrote (79945)	1/21/2000 8:44:00 AM
From: macduff3	Read Replies (1) \| Respond to of 120523

LGTO Excellent research. This is an outstanding opportunity. PWC has merely changed them from an accrual basis on this particular "revenue stream" to a effectively a cash basis. LGTO takes a "one-time" revenue reduction, all subsequent periods return to normal. It will also have the effect of slowing the growth rate. Incremental "new business" year-over-year is deferred. If the cycle-time is one-quarter then there is only a "one-quarter" effect. Likewise, if the cycle-time is one month.