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Message: Re: CAUTIOUS, the quarters after settlement
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Re: CAUTIOUS, the quarters after settlement

posted on Dec 03, 2007 08:09AM

Thanks for the clarification. 

Your comments are exactly what I meant - not all 400 need to be signed in a few quarters. We just need a significantly higher rate of signings. How many signings doesn't matter as much as the $ revenue. It needs to be enough $ to keep the revenue close to or better than the settlement quarter, IMO, if they are to realize and sustain a higher PPS ($15+) and the high P/E this stock deserves.

As I said, this should be doable with good capacity planning and process execution.

 

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