Novell (NOVL) dirt cheap, good buy? Message Board

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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Don Earl who wrote (18723)	11/26/1997 4:17:00 AM
From: BJP1946	Read Replies (2) of 42771

Are you sure that you are looking at this the right way? Inventory usually will not include product that's in the channel but only in house. The company stated, although I don't have it in front of me, that the box level in the channel had remained low, that is, THEY DID NOT STUFF THE CHANNEL. They also said that their receivable days were the lowest in 2 years -- ordinarily your receivables go up when you stuff the channel at the end of the quarter so a lot of them don't get paid. I thought the two comments about box levels and days of receivables were specifically geared to let the analysts know that the numbers were firm.

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