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Technology Stocks : Network Associates (NET) -- Ignore unavailable to you. Want to Upgrade?

To: Edwarda who wrote (5709)	8/18/1999 1:09:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 6021

Can you comment first on the revisions I made to your earnings forecast? Specifically the interest charge and amortization and depreciation. May I assume that your sales forecast did not include an allowance for doubtful accounts? I have also given additional thought to my estimate for an increase in A/R. I believe that the quarter will be heavily back-end loaded, so I now think that A/R will rise by an additional $37MM for a total increase of $88MM. Any comments? **** BTW, have you taken the time to review Dell's financials? They are a thing of beauty! TTFN, CTC