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


To: Herschel Rubin who wrote (896)4/14/1999 5:18:00 PM
From: Sunil Veluvali  Read Replies (2) | Respond to of 2018
 
What positive comments did you infer from the earnings announcement?

Since support revenues (which I assume are derived from servicing existing installations) are almost 50% of their net revenues, can this continue in subsequent quarters? If you take the historical 70/30 mix, the net will be around 76 million (51/.7) which is a severe shortfall.

I wish they had talked more about the progress (wrt to the restructuring) they made. You would think a quarter is enough time for a company to figure out what the transition is!!

It's going to be another painful 3 month wait...

John, looks like we desperately need a pep talk here :-)