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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (24489)5/10/2000 6:08:00 PM
From: Redman  Respond to of 54805
 
Mike,

I am going to do some research on that next week, I wrote that down when you mentioned it on the CTXS thread. One thought is that some of the revenue may have been in the deferred revenue number, but I do not know for sure as revenue was only up 8% sequentially from 4th to 1st quarters. But, remember....CTXS has been very vocal about sales in late Feb. and March. The answer may lie in the fact that all of April and March were included in those 4 months, as the announcement was on May 4, 2000. So, if this scenario holds water.....we may be in for a gangbuster quarter.

Thoughts ??

Red



To: Mike Buckley who wrote (24489)5/11/2000 1:03:00 AM
From: chaz  Read Replies (1) | Respond to of 54805
 
Mike--

Can anyone explain to me why the licensing growth isn't reflected in the revenue growth?

Do we know exactly what's been licensed? Usage rates would impact revenue of course, so if the programs involved are not in heavy demand....just a guess. I don't know, but it's a good IR question.

Chaz


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