Technology Stocks : Clarify - upside to EPS


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To: seth thomas who wrote (7)9/9/1996 11:28:00 AM
From: Whoomi Tellalie of 1062
 
Agree with your comments re Clarify implementation. It's a bear. Also agree with the logistics comment. They have functionality there that the others don't (I know of at least one deal where Scopus lost out to Clarify because of Logistics functionality, in spite of offering about 20 "free" consultant-days to customize what they already have). On the other hand, I know Scopus is close to coming out with their logistics module. DOn't know about Vantive--haven't looked in a while.

Re revenue rec: last time I checked, Clarify recognized revenue when the customer actually installed the software (as opposed to when Clarify deposited the check). This creates a revenue "overhang". FASB rules allow you to do this.

Lastly, my target for Scopus remains at $30 by the end of this year. It had better go up--I'm in in a big way at a DCA of $17.50.
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