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

To: Pancho Villa who wrote (6701)	11/9/1997 11:35:00 PM
From: Roger A. Babb	Read Replies (1) \| Respond to of 9285

Pancho, thanks for your CTXS research. We won't know for sure until we see the latest 10q later this week, but I think they recognized almost $10 million of the MSFT revenue this quarter. To continue the growth rate they will have to recognize an even greater chunk of it next quarter, even more the next, and it will soon be gone. I will not be surprised if their auditor decides at year end that the MSFT payment was a one-time asset sale and removes it from regular earnings to a seperate line item. Just my opinion.