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Technology Stocks : IFMX - Investment Discussion
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To: Logain Ablar who wrote (14047)4/28/2000 12:19:00 AM
From: Roger Folsom  Read Replies (3) of 14631
 
Tim:

I much appreciate your posting your notes from the Informix first quarter results conference call.

But a couple of points used some abbreviations with which I am not familiar. You wrote:

> Bad points.
DSO?s @ 89 (This was one of the dropped shoes). Expect it to go down to 78 next qtr and continue to decrease (not sure what it was @ year end).
F/X loss from strengthening $$. $4.1 vs. last qtr and 8.6M. vs. last year 1st qtr. <

DSO?s ??
F/X loss ??

And I gather that by "dropped shoes" you meant that the conference call didn't address the DSO issue, either at all or not adequately?

Thanks for any help (from you or anyone else)!

Roger
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