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 : Aspect Telecommunications (ASPT) -- Ignore unavailable to you. Want to Upgrade?

To: JDM who wrote (693)	1/6/1999 1:00:00 AM
From: Thomas Scharf	Read Replies (1) \| Respond to of 2018

We are all unhappy about the announced shortfall, but all this talk about "channel stuffing" is a crock of sh*t. ASPT does not make significant sales through distributors. 85% of all sales are direct from ASPT to the customer. What little 3rd party sales exist could not possibly be pumped up enough to have caused current problems even if revenue had been recognized before delivery to the final customer. Even if ALL of the non-direct sales had completely fallen through (exceedingly unlikly), it couldn't cause this kind of shortfall. There must be some other reason.