PED:
I wouldn't put too much weight on Allan Greene's comments about Q to Q fluctuation. He has been saying that for over a year. I think he wants people to be cautious because of the non-subscription revenue. In the past the company has gotten burned (bad quarter) because of things like Working values not having Consulting contracts, Video not having revenue and things of that sort so he has always tried to mute investor concerns with that remark.
Even with a so-so quarter I think the stock recovers. One of the 5% holders sold a while back and I am wondering if they want out for some reason. The stock is pretty thin so it would take it a few days to absorb todays volume.
I am looking forward to a good quarter, perhaps not as great as Q4 but your right the comp should be good and Skye has been generating great top-line results (above what they did before being acquired). Hopefully Working Values and the consulting had at least modest revenue and we should do OK.
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