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To: Roger Brown who wrote (925)	8/13/1998 1:23:00 AM
From: Michael Watkins	Read Replies (3) \| Respond to of 1195

Roger or all, Anyone that listens to the conference call re results, please try to determine that the deferred revenue number relates to. The increase in this number concerns me. The alternative is of course booking less in gross sales, which skews the other numbers being bandied about. For what is supposed to be a quick-hit, reasonably simple technology, I have to question why the increase in DSO and why the increase in deferred revenue. Direct sales and channel shouldn't have to be carrying receivables all that long for this type of product. Perhaps they are offering generous terms as part of a sales inducement. Don't know, would like to. Regarding your comparison of OTEXF to DCTM, I do think that the upside on a product company (OTEXF) can be higher than a solutions company like DCTM, although product companies have to keep a more wary eye over their shoulder for the big guns or the next up and comer. MW