Art Technology Group Inc - (ARTG) Message Board

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Technology Stocks : Art Technology Group Inc - (ARTG)

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To: rjee who wrote (135)	11/8/2000 10:38:05 AM
From: -Mad-Jon	Read Replies (1) of 167

The 10Q says that ARTG sold some receivables; receivables were higher than previous quarters. Some customers may have been having a little more trouble paying on time than previously - that's no surprise given the slowdown. The Street is choosing to cast this as a. weakness in ATG's customers, indicating future weakness, and b. ATG "cooking the numbers" to make the quarter. I don't believe that either is the case; some bump in receivables is totally logical in the current environment, and - why not sell the receivables to book earned revenue? Possibly, the Street sees the opportunity to mark ATG down to price the secondary more favorably. This is a buying opportunity in one of the best companies out there today, IMO. Regards, Jon

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