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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: pirate_200 who wrote (12087)2/9/2001 2:21:45 AM
From: Gus  Read Replies (3) of 17183
 
Setting aside the first stone cast, did you even bother to check the balance sheet? Perchance you're color-blind, these are well-known accounting red flags worthy of further investigation and a vigorous reexamination of your most cherished assumptions about NTAP and its competitive positioning.

I'll address your other points individually and as time permits. I gotta tell you dude, I'm sorely tempted not to even attempt to disabuse you of your most glaring misconceptions.

SALES

            Sales       Q2Q       Y/Y

4Q2000      $200.0      32%      120%
1Q2001       231.2      16%      124% 
2Q2001       260.8      13%      109%
3Q2001       288.4      11%       91%

ACCOUNT RECEIVABLES

              AR      AR/Sales     Q2Q      Y/Y    DSO

4Q2009     $108.9       54%         9%      91%     49
1Q2001      138.2       60%        27%     101%     54
2Q2001      161.9       62%        17%     106%     56
3Q2001      222.6       77%        37%     123%     69

boards.fool.com

AR - Account Receivables
DSO - Days Sales Outstanding

Thanks to FoolishErik at Fool.com
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