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To: bob who wrote (4779)4/8/1999 9:14:00 AM
From: w2j2  Read Replies (2) | Respond to of 10309
 
bob, the concern I have is the roach theory. What next? Last quarter was weak, this quarter a miss, and in answer to a question, they would not predict a bounce in revenues in Q2. You would expect this if revenues were simply moved from Q1 to Q2. wj



To: bob who wrote (4779)4/8/1999 12:07:00 PM
From: Richard Forsythe  Read Replies (1) | Respond to of 10309
 
Curiously, this is almost exactly what Microsoft just announced for Office 2000 -- that revenues will be deferred to next quarter because of the ship date and so revenues will be lower by $200m this quarter. The analysts didn't pound THAT stock, did they?

R


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