If You’re Gonna Keep Customers Waiting To Make Your Projections Look Good, You’re Gonna Have To Let Investors Know It

When a company solemnly intones that it manages order backlogs “based upon multiple considerations,” it seems likely that the thoughts of investors (and, indeed, the customers waiting for that backlog to be filled) don’t immediately race to “retrospectively making our projections look a bit more respectable and corresponding to reality than they otherwise would” as being among those considerations. Nor, for that matter, does the SEC’s, which is why VMWare’s next quarterly report will show an $8 million hole in the revenue it’s tried so hard to make look like it said it would.


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