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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Pancho Villa who wrote (6411)11/3/1997 8:10:00 AM
From: Roger A. Babb  Read Replies (1) | Respond to of 9285
 
Pancho, there is a divergence of opinion on CTXS. My position is that the revenue from MSFT is a one time asset sale and should not be included in on-going revenue. If you look at it from that point of view, their on-going profits are in decline. But obviously not everyone agrees with me on this point.