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Re: Licenses and Services

By: Cactus Flower in ALEA | Recommend this post (0)
Tue, 13 Aug 13 11:51 PM | 32 view(s)
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Msg. 14404 of 54959
(This msg. is a reply to 14403 by Cactus Flower)

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It's odd how the unsafe harbour people seem unable to engage with numerate reality even when it tells a slightly nicer story.

I confess a certain ironical delight in seeing folks who use the safe harbour as a gauge struggling with uncertainty at the same moment that those of us who have been excoriated for lacking belief begin to sniff progress.




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The above is a reply to the following message:
Re: Licenses and Services
By: Cactus Flower
in ALEA
Tue, 13 Aug 13 11:31 PM
Msg. 14403 of 54959

Hi tkc,

I think I have a decent understanding of the material revenue slices. If I had the energy, I think I could also break down services fairly well - but it's too small an amount to get excited by.

Just wanted to check re maintenance fees.

There are other small issues re licensing. eg the 10K reporting re BASF looks like it contains a $200k error in 2011. But nothing that makes a really big difference.

I have services and other licensing increasing from $1.5m in 2011, to $2.4m in 2012, to $2.6m in the first two quarters of 2013.

So just stripping out Dell, Safend, GM, BP and BASF from total income also makes a very interesting growth trend.




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