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Technology Stocks : Citrix Systems (CTXS)

CTXS 103.90

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Nov 2 5:00 PM EST

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To: Heeren Pathak who wrote (7986)	5/6/2000 1:55:00 PM
From: David Perfette	Read Replies (3) of 9068

The DSO numbers ARE a point of concern. Increasing DSO and increasing operating costs (as a percentage of revenue) can be a signal of problems in the company. In the past, increasing DSOs have been signs that the company has been booking revenue too agressively (witness Sunbeam). Heeren, As was mentioned in an earlier post Citrix increased their deferred revenue for this past qtr. Message 13466033 Wouldn't that be contra-indicative of a company that was trying to juice the books by being too aggressive in booking revenue. From the link above: But if I heard correctly, deferred revenue increased 28%/140% sequential/Yearoveryear, which is great Also, wouldn't an increase in deferred revs add validity to managements explanation that several factors caused the qtr to be more backended, release of new products in later half of qtr, change in business model and post y2k slowdown? Wouldn't it be reasonable to assume that all these factors, are normal for a company that experienced the above situation? -David P.

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