The way that I read it was that it was a huge guess and that it was largely in reference to bookings, rather than billings. It wouldn't be booked at revenue at

The way that I read it was that it was a huge guess and that it was largely in reference to bookings, rather than billings. It wouldn't be booked at revenue at that point, so it would show up as inaccurate revenue forecasting. Of course, the statements themselves were so hand-wavy that its hard to say for sure.