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Technology Stocks : LEGATO SYSTEMS LGTO -- Ignore unavailable to you. Want to Upgrade?

To: Edwarda who wrote (717)1/26/2000 1:14:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 1138
 
Thanks for an in-depth view of the contracts involved. Do you have a feeling for what portion of these contracts found their way into deferred revenues?

What I find especially odd about the whole episode is that the street analysts seem not to have engaged in any kind of in-depth analysis of LGTO.

IF my analysis is correct, then the "miss" was largely due to changes in accounting for revenue recognition, not an organic problem. Now the question is what are the prospects for the company going forward? How does LGTO stack up against the competition?

TTFN,
CTC



To: Edwarda who wrote (717)1/27/2000 7:48:00 PM
From: Sr K  Read Replies (1) | Respond to of 1138
 
Storage Networks just raised $103 m from Dell, Global Crossing and others (WSJ 1/27/2000, page B8) in a 3rd round of financing.


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