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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: BirdDog who wrote (15407)1/17/2000 3:41:00 PM
From: FLSTF97   of 54805
 
Can I also ask if anybody was worried by something in the Analysts remarks (pointer was posted) on Cree? Right at the
bottom he remarked that the accounts receivables and inventory has also increased....Nobody worried about Cree trying to make things look better than they are? The analyst wasn't?

I'm not sure exactly what you are referencing here: but would like to add that it is normal for both inventory and receivables grow strongly when sales are growing rapidly. This is particularly true if the firm manufactures something like CREE.

Indeed this situation is something often overlooked by firms that are growing rapidly: they lack sufficient cash to buy inventories and finance the receivables. Of course, there are worse situations!

Fatboy
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