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Technology Stocks : Intel Corporation (INTC)

INTC 36.21

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3:59 PM EST

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To: Dave who wrote (137120)	6/11/2001 12:48:24 AM
From: ptanner	Read Replies (1) of 186894

Dave, Re: A/R, AMD customers having trouble? Yes, I looked at the numbers. And I also looked at the trend over the last two years for A/R and A/P relative to revenues for both AMD & Intel. And I agree that if A/R grows more rapidly than revenues then it could reflect problems with customers paying. And since Intel and AMD both actually had the same ratio of A/R to revenue at the end of 1Q01 (and both ratios were within the narrow range of those from the last tow years) I don't think there is reason to be concerned about either company's customers at this point. But, what does it mean if a company's A/P increases relative to revenues? Say for the last five quarters in a row as at Intel? Having a high ratio of payables to revenues overall is nice since it means you get to use the product before paying for it (good cash management). But there is a limit. -PT

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