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Technology Stocks : Citrix Systems (CTXS) -- Ignore unavailable to you. Want to Upgrade?

To: gbh who wrote (7846)	4/19/2000 5:49:00 PM
From: jhg_in_kc	Read Replies (3) \| Respond to of 9068

what would this portend, clients not paying their bills or sales included as income which have not yet been paid for? What are you getting at, if these are not overdue accounts, what is the problem, could simply indicate a flurry of purchases. as a layman, i seek your expertise.

To: gbh who wrote (7846)	4/19/2000 5:49:00 PM
From: Innuit	Read Replies (1) \| Respond to of 9068

This seems to be an excellent quarter (typical for CTXS). I am not concerned about accounts receivable growing fast. I believe that ASP sales to providers started big time this quarter(have you seen the frequent clever WSJ ads?). Was this mentioned in any of the reports?

To: gbh who wrote (7846)	4/19/2000 9:52:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 9068

Is this the concern about ARs growing faster than revenues? that CTXS has "robbed Peter to pay Paul. Perhaps they needed to bring some sales into this quarter (at the end) to make the top and bottom line numbers. If so, these sales, which might have naturally occurred next quarter, could lead to a shortfall next quarter." (quote from RB thread) How can we tell if they did this, or if the rise in receivables occurred for benign reasons, due to acceleration of sales without any intent to "meet a number." If these receivables are less than or about 30 days old, that could just as well mean a late quarter surge in sales not backdating of next quarter's sales. So how do we know what went down?