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Technology Stocks : Open Text

OTEX 37.20

-2.5%

3:59 PM EST

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To: kinkblot who wrote (1016)	1/27/1999 5:38:00 PM
From: PeakClimber	Read Replies (1) of 1195

OTEXF $0.15/share vs. $0.01 year ago! Good results but I have some serious questions about their balance sheet though. Their receivables have gone up 24.4% in 6 months, translating to a DSO of 137 days which is a heckuva lot for any company. Also an interesting thing is that their deferred revenue has dropped sharply(23%) in 6 months. If anyone listens to the conf.call, please post what the analysts think about these numbers or what mgmt.said about them. Relative even to DCTM, which had a bad qtr, these #s aren't good. License revenues going up is great but I wish the DSOs hadn't gone up and the deferred earnings gone down :-( Let's see what they say and what the market thinks..

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