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Technology Stocks : IFMX - Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (14076)	4/28/2000 9:02:00 AM
From: M. Charles Swope	Read Replies (3) \| Respond to of 14631

Given IFMX's past history (the old, bad days)of pushing product into the distribution chain and booking the shipments as sales, the DSO number would be seen as especially significant for this company. Let's hope none of that is going on. Unfortunately, the recent price movement in the stock indicates some concern about this in the investment community.

To: Logain Ablar who wrote (14076)	5/10/2000 9:47:00 AM
From: Roger Folsom	Read Replies (3) \| Respond to of 14631

To Tim Lamb, and also Philip Jones and Hardly Solopsist who responded to my query about DSO and F/X: Thank you! Tim Lamb wrote: > DSO - Days Sales Outstanding. . . . F/X is foreign exchange. < And now, to clean up a loose end in my understanding of this new to me concept, to put in more precise perspective the "89" and "70" numbers in the quote from Tim Lamb below, I'm assuming about 65 days per quarter (13 = 52/4 weeks at 5 vice 7 days a week), so if the DSO ratio were 65 that would suggest a steady state of bills going out and payments coming in? And the 70 > 65 value is allowing for some acceleration in sales growth? Tim Lamb wrote: > DSO . . . . The receivables to sales. [In the IFMX first quarter results, DSO] indicates 89 days of sales to be collected. For a software company when this # is high it indicates the sales are back end loaded in the quarter. We would like to see a # south of 70. The CC [IFMX conference call] did not address why this went up only that they expect it to come down. < Thanks again for the tutorial help. Roger Folsom