SHU what’s the deal?

[TurboTime]

No, what you did was help fuel shorts and create doubt in the mkt even though TEUM has been meeting and exceeding there #s Q after Q. All speculative.  Not good to create fear.  Let the fundamentals work itself..

• I didn't "create" anything, I wrote an substantiated opinion. 
  
• I concur that they have been exceeding their revenue numbers and even said I expect them to do continue to do that.
  
• I do argue that I'm uncomfortable with their backlog numbers and gave ample evidence of that. None of it is actually new (although some of it was to me), but my question to you would be why you aren't uncomfortable with that.
  

At this point, I am comfortable with the stated backlog numbers.  These SaaS contracts are based on connections which obviously ties to revenues.  Ive been in the software biz for 25 years, some contracts undelivered and others over deliver.  In the end it evens out usually to the positive side with the larger deals picking up the slack .  I dont disagree that there are some sketchy smaller deals deals which will prob amount to very little, but there are others like Citrix, Vodafone, liberty, etc that will over deliver and provide significant upside via cross selling and growth.. Q1 numbers will confirm whether or not Im right or you are