This strikes me as a trial balloon, ... Management may be getting tired of the harping on the dividend so if they give investors a quarter of the cash to shut people up, then the company can get back to business.
There's a fair bit of seasonality for software companies, ... The fourth quarter and second quarter are the biggest; the third quarter stinks because Europe is on vacation.
There's a fair bit of seasonality for software companies. The fourth quarter and second quarter are the biggest; the third quarter stinks because Europe is on vacation.
The bet that computer vendors are making as they build up inventory is that fourth quarter sales will see a big surge. If we don't get that it will be trouble for software, ... Everything comes down to the fourth quarter.
This is traditionally a weak quarter but software right now has just flat-lined. Expectations are pretty low.