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To: The Phoenix who wrote (9427)1/30/2001 2:09:42 PM
From: Stock Farmer  Respond to of 14638
 
Checked my facts. You are correct re. recognition of revenue by product. Products attributable to segment "enterprise" are those most commonly purchased by enterprise customers.

I am still smiling beneath the albumen (egg on my face) because as another poster pointed out you are comparing growth of one basket of products against growth of another basket of products.

In reality, corporate infrastructure budgets in total probably went up more or less in line with GDP (particularly in comparison to the heavy Y2K spend last year). So while 8% is not good in comparison to competitors providing different basket of products attracting revenue by 20% or more... both are growing wallet share at the expense of other players!

John.