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To: reaper who wrote (147402)1/31/2002 9:44:23 AM
From: LLCF  Respond to of 436258
 
<Deferred revenue has been falling, which is bad news for a subscription business (again, VERY broadly for a subscription business, BOOKINGS equals revenue + change in deferred; so if the change in deferred is negative that means bookings are less than P&L revenue, which means future P&L revenue will fall, not grow. one of the easiest negative trends to spot for balance sheet readers). >

Can you refresh my memory on what their deferred revenue is??

DAK



To: reaper who wrote (147402)1/31/2002 5:59:48 PM
From: First Last  Read Replies (1) | Respond to of 436258
 
Reaper:
I have followed your posts for a while, and admired your
accounting analyst skill. I am more a technical analyst kind
of guy who recently is interested in learning fundamental
analyst. Could you tell me how to get start in really understanding financial statement, such as 10K, 10Q, etc.?
Any books, web sites, etc?

Thanks,