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Technology Stocks : Compaq
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To: Steven N who wrote (55600)4/5/1999 10:58:00 AM
From: rupert1  Read Replies (3) of 97611
 
StevenN: The unusual rise in accounts receivable has been dealt with several times on this thread. It is said to arise from the consolidation of COMPAQ and DEC accounts.

The Jubak reference is typical of the journalists/analysts I mentioned earlier. They feed of each other. His article was about fundamental analysis, and he purported to be urging it on his readers. Yet he highlighted a rumour about COMPAQ which could easily have been dispelled had he studied the COMPAQ results. The rumour was that the enlarged receivables were a sign of channel stuffing. There was no channel stuffing. The inventory in channel was given in the results.

I would have thought that an informed fundamental analyis would have suggested that such a large rise in receivables would have an unusual
cause. I would then have looked for the unusual cause.
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