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To: Techplayer who wrote (34651)5/5/2000 5:51:00 PM
From: lawdog  Respond to of 77399
 



To: Techplayer who wrote (34651)5/5/2000 5:51:00 PM
From: lawdog  Respond to of 77399
 



To: Techplayer who wrote (34651)5/5/2000 5:54:00 PM
From: lawdog  Read Replies (1) | Respond to of 77399
 
TP, you may be correct. The next earnings report is only a few days away, then we can see if this is a trend or a one quarter anomaly.

I am inclined to bet on the side of sales padding, although padding and your theory are not mutually exclusive.



To: Techplayer who wrote (34651)5/6/2000 2:36:00 PM
From: RetiredNow  Respond to of 77399
 
excellent point, TP. I remember talking to someone in the service provider market once and they told me that the whole sales lifecycle is longer than in enterprise and that includes the collection cycle as well. So what we may be seeing is a shift in sales to more service providers. However, to know for sure we'd have to know the lob sales breakout. Does anybody know?


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