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Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?


To: Chuzzlewit who wrote (5324)4/14/1999 5:46:00 PM
From: D.E. Lee  Read Replies (1) | Respond to of 7342
 
Chuz,

Birck & Co have been guiding analysts to expect lower margins due to a change (starting this fiscal year, I believe) in the way they are accounting for service revenue (I can't remember the details, but I think it had something to do with the way they expense SG&A). Does this account for the decline in margins your analysis shows?

Regards
Daryl



To: Chuzzlewit who wrote (5324)4/14/1999 6:10:00 PM
From: John Carragher  Respond to of 7342
 
Chuz

I remember being concerned over increase in a/r last year boy what a difference in this report.

someone on cnbc mentioned lu receivables have sky rocketed. They think its due to channel stuffing.

tlab management great job!!!!

thanks JOhn