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Technology Stocks : Enterprise Informatics -- Ignore unavailable to you. Want to Upgrade?

To: jackhach who wrote (2884)	11/23/1998 8:44:00 PM
From: SlyWombat	Read Replies (1) \| Respond to of 13797

> ALTS revenues were down 11% quarter over quarter. One should not compare quarter over quarter (but instead year over year). These companies could all have different year ends and if you are comparing Q4->Q1 that is usually a dip.

To: jackhach who wrote (2884)	11/29/1998 11:52:00 AM
From: Michael Watkins	Read Replies (1) \| Respond to of 13797

Jack, With all respect, comparing quarter over quarter doesn't make any sense at all. Year over year is a much better picture of revenue progress, taking into account the natural cycle of business. Looking at things that way, you have DOCSF showing steady and significant growth; DCTM with a lovely growth graph; and FILE with somewhat spotty performance over the last two years but growth none the less, not to mention at 302M in sales for the last 12 months I'm not sure you'd want to be drawing any comparisions with ALTS anyways.