Steve's Channelling Thread Message Board

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Strategies & Market Trends : Steve's Channelling Thread

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To: Logain Ablar who wrote (2793)	6/26/2000 11:57:00 PM
From: Zeev Hed	Read Replies (1) of 30051

Frankly, as I have stated before on the semi equip thread, investors have all the information they need. The semi equip have (I checked only AMAT) DOS that are about 18 days longer than a "well run business" (40 DOS), that difference is what they want to eliminate and I think they are wrong, since it will build in an additional 3 weeks in delayed receivable (and thus additional cash required to run the business). It will also add costs in that now you will almost have to have certification of each acceptance (paper work, arbitrators etc.). Zeev

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