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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: johndelvecchio who wrote (30389)8/24/2000 12:09:07 PM
From: Thomas Mercer-Hursh  Read Replies (2) of 54805
 
A quick glance at SEBL's balance sheet shows a lot of receivables

I would think that one had to factor in nature of business here. MSFT makes products which move quickly. While they may be selling to OEMs and distributors who are on terms, that inventory turns very quickly and MSFT can require reasonably short payment terms. SEBL makes a product which it is often selling direct and which involves extended installation and implementation periods, which likely lead to extended terms conditional on that installation.
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