Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PSFT - Fiscal 1998 - Discussion for the next year -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (2729)	10/14/1998 4:50:00 PM
From: Paul Barr	Read Replies (1) \| Respond to of 4509

Michelle, Do you have the SEBL CC playback number by chance. Thanks Paul

To: Lizzie Tudor who wrote (2729)	10/14/1998 4:53:00 PM
From: Chuzzlewit	Respond to of 4509

Michelle, I haven't seen Siebel's earnings, but lots of deferred revenue (which is listed as a liability) is great news for the sector. Maybe it is saying that BAAN's results are indeed company specific, and that PSFT will bring in its usual $.02 above estimates. Bear in mind that PSFT has excellent earnings visibility, and the litmus test for the future will be the growth of those deferred revenues. I'm confused. Who got whom? I'm currently eating a rice and bean burrito. This will provide ammunition for tomorrow's market. TTFN, CTC