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Technology Stocks : Dell Technologies Inc.

DELL 129.90

-2.9%

10:33 AM EST

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To: Thomas M. who wrote (147283)	11/12/1999 12:37:00 PM
From: isaac	Read Replies (1) of 176387

As the author of the "non-empty taunt" response, I would appreciate the response of the thread to my comments about LT's accounts receivable analysis. Thanks. I had written: ^revs were up 10.5 % seq while receivables were up 16.6%.i.e one grew 642mm the other 403mm(natch dso's went up a bunch).^ LT seems right about this, until the parentheses, has anyone seen an explanation for this quarter to quarter change? Other comparisons are much more positive though. Days of sales in accounts receivables (is that same as dso?), only went up from 36 days in second quarter to 37 in third uarter. Also, days of sales in accounts receivables dropped from the comparable quarter a year ago, from 40 days to 37. Year over year net revenue up 41 percent, net accounts receivable up 31 percent. So by this metric as well, accounts receivable not growing as fast as overall revenues.

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