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Technology Stocks : Citrix Systems (CTXS)
CTXS 103.900.0%Nov 2 5:00 PM EST

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To: Hectorite who wrote (8384)6/12/2000 11:16:00 PM
From: Mike Buckley  Read Replies (1) of 9068
 
I wrote: DSO and receivables have absolutely nothing to do with decreased growth in revenue ...

Hectorite countered with: Doesn't it? ... If they book revenue as the product goes out the Citrix door AND the channel is full like they say, then the resellers stop taking product and revenue falls.

Yes, but the real issue is that the channel is stuffed. It's not a foregone conclusion that when the channel is stuffed the DSO increases. If it were, everytime the DSO increased in a company there would be an immediate slowing of revenue. One doesn't necessarily follow or precede the other.

--Mike Buckley
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