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


To: gmccon who wrote (757)1/29/2000 8:23:00 PM
From: Edwarda  Read Replies (1) | Respond to of 1138
 
Look, Greg, you are paying no attention to the substance of my postings, not even to the printed word. I said that comparisons in terms of revenue growth in the storage market between the two companies are distorted and market share gains and losses obscured by the inclusion by VRTS of products in parts of the market in which LGTO does not compete, product lines that VRTS does not break out separately so that we can do an apples-to-apples comparison of market share. I said quite clearly that these were BRTS products, not LGTO products.

Addressing the second part of your posting, it will require at least a quarter IMO before the analysts feel safe that they are not being set up for an embarrassment, that this is really a change in accounting relating to the evolution of the business model and an increasingly conservative stance in the accounting profession in accord with an increasingly conservative stance by the SEC.