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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: patron_anejo_por_favor who wrote (125584)9/25/2001 6:16:21 PM
From: reaper  Read Replies (1) of 436258
 
So MU's revenue down <42.5%> sequentially, but receivables UP?

Am I reading this right? Revenue goes from $818.3mm in May to $470.5mm in August and at the same time receivables go from $678.8mm in May to $791.6mm in August. So they have 151 days of sales in receivables?

Plus, if you add back the inventory write-off ($466mm) you get inventories of $957.1mm, vs. inventory of $836.6mm in May. I thought we were supposed to be LIQUIDATING inventories, not building them.

Cheers
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