Don't want to burst your bubbles - but deferred revenue slumped $30 million sequentially. Deferred revs are typically a major topic discussed during conference call (starts in 1/2 hour). Could lead to lower rev guidance going forward.
Deferred rev is a key item - go listen to past conference calls. Deferred rev is the leading indicator for future revs. Prior quarter deferred up sharply, this past quarter down significantly. Not good to be in denial.