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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: TraderGreg who wrote (5220)	4/30/1999 1:30:00 PM
From: Just_Observing	Read Replies (2) of 6021

TraderGreg, I am as ignorant as you are. I know that NETA management was aiming for DSOs of 90 days. In the Sept 98 quarter, DSOs were 84 days, Dec quarter - 89 days. In the conference call in January, management said DSOs would be in mid 90s for the March quarter. I don't know what the DSOs actually were in the March quarter. But then what is the relationship between inventories and DSOs ? Are they recording inventories as sales ? Apparently, there has to be some relationship or NETA would not be aiming for inventories (or is it DSOs?) of 90 days. Are they changing words just to obfuscate? I don't have a clear picture of NETA and it only gets more unclear. Chuzz is the one who can explain this.

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