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Technology Stocks : Network Associates (NET)
NET 200.21+1.6%Nov 28 9:30 AM EST
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To: Edwarda who wrote (5210)4/30/1999 10:42:00 AM
From: Just_Observing  Read Replies (2) of 6021
 
Why sales of $20 MM if inventory being cut to 90 days from 140 ??

"Having said this, I remind you that the inventory appears to be as high as 140 days, so it could easily require draconian measures to get
it down to 90 days' worth, by not shipping into the channel at all. "

OK, so NETA is cutting inventory from 140 days to 90. That's 50 days worth. The quarter has 90 days. So why should not the revenues be down to 40 days worth instead of 0 days? Did the revenue estimate decrease by a fraction equal to 40/90 due to Y2K? The guidance from NETA does not make compute.
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