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


To: KevRupert who wrote (960)4/5/2000 11:04:00 PM
From: Sr K  Read Replies (1) | Respond to of 1138
 
I'll throw out my guess that the rgr will be 0 to slightly negative for 2 more quarters. I now have a target of under 10. Revenue growth in q4 and beyond will depend on morale and how many key people jump ship. Technology moves fast, and anything less than 28% rgr is a losing position.

BTW, Edwarda's "rumor that this quarter [q1] might be light. A totally unconfirmed rumor" turns out to be a most meaningful post.



To: KevRupert who wrote (960)4/6/2000 3:58:00 AM
From: Edwarda  Read Replies (1) | Respond to of 1138
 
Since the problem is sales closure execution, it's a bit difficult to make a meaningful projection for the near term, especially when we don't know at what points the deferred, unclosed, and reclassified revenues will be recognized. I believe the underlying revenue growth rate is in excess of 50% based on what I know of the business. The question is, can the company realize this growth rate?