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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Charles Tutt who wrote (47990)7/18/2000 6:14:53 PM
From: Eric Wells  Read Replies (1) | Respond to of 74651
 
(the $200 million revenues you cite at 50% margin)

Thanks Charles. However, I would argue that the $200 million should be at 100% margin, as the cost incurred to obtain the revenue was realized in the previous quarter (March 1999) - while the revenue itself was not realized until the June 1999 quarter.

Also consider that the amount of deferred revenue for the June 2000 quarter is greater than it was for the June 1999 quarter.

Thanks,
-Eric Wells


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