Citrix Systems (CTXS) Message Board

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Technology Stocks : Citrix Systems (CTXS)

CTXS 103.90

0.0%

Nov 2 5:00 PM EST

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To: jhg_in_kc who wrote (7848)	4/19/2000 6:00:00 PM
From: gbh	Read Replies (1) of 9068

AR growth beyond that of rev's "can be" an early indicator of slowing sales momentum. For example, NN, CPWR and LU had the same problem in recent quarters, and these cases turned out badly. In efffect, a company must "sometimes" factor these receivables in order to get paid at all. In effect, sell the receivable for less than its true value. This results in write downs later on. Not saying this issue yet exists with CTXS, because previous to this, I would consider their balance sheet close to pristine. But it is something to be watched closely, and stuff like this never escapes an analysts eye. Gary

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