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Technology Stocks : S1: Doing Business in a Dot Com Depression, -V1 -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (827)	5/3/2000 1:00:00 PM
From: MGV	Respond to of 1013

To: tuck who wrote (827)	5/3/2000 1:00:00 PM
From: MGV	Read Replies (1) \| Respond to of 1013

Data center growth is ok and the pipeline is fine. The operating margins were down about 12% below expectations because of revenue mix issues (lower margin services are higher as a percentage of revenue than modelled - in part because services grew fast and in part because the migration to recurring revenue segment didnt occur as fast as expected this Q). Consequently, EBITDA positive is being pushed back. As stated in earlier post today, the market is not tolerating any hint of delay in operating breakeven in concept stocks even if they are in full flight transition to proven executing models.