« ALEA Home | Email msg. | Reply to msg. | Post new | Board info. Previous | Home | Next

Re: NWs notes

By: Cactus Flower in ALEA | Recommend this post (0)
Wed, 15 Aug 12 6:06 PM | 66 view(s)
Boardmark this board | The Trust Matrix
Msg. 09347 of 54959
(This msg. is a reply to 09346 by Cactus Flower)

Jump:
Jump to board:
Jump to msg. #

What one wants from this kind of segment information is the ability to measure productivity in different categories and in different regions.


- - - - -
View Replies (1) »



» You can also:
- - - - -
The above is a reply to the following message:
Re: NWs notes
By: Cactus Flower
in ALEA
Wed, 15 Aug 12 7:48 AM
Msg. 09346 of 54959

Thanks. I examined this note in previous quarters and the geographic split between Embassy and Safend just isn't enlightening to me.

There are embedded licensing sales to OEMs and ERAS sales etc. Knowing how Wave is splitting revenues by geography for each product category would be interesting. We might get a sense of acceleration.

The Embassy Safend split is surely made to keep things as opaque as possible.



« ALEA Home | Email msg. | Reply to msg. | Post new | Board info. Previous | Home | Next