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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Thomas Mercer-Hursh who wrote (30392)8/24/2000 12:15:45 PM
From: johndelvecchio  Read Replies (1) | Respond to of 54805
 
Yup. I did not say that SEBL's lofty receivables were bad when looking at the big picture. It's only bad when doing a CAP b/c a CAP is quantitative and measures cash flow. Working capital management relates to cash flow. But, I do believe the that working capital management will improve relative to the size of the business in the future. You could do a CAP on ORCL or CA if you wanted, and ORCL has not always had the best working capital management.



To: Thomas Mercer-Hursh who wrote (30392)8/24/2000 1:04:09 PM
From: Judith Williams  Read Replies (1) | Respond to of 54805
 
Sorry to butt in but having recently taken TMF Rule Makers course, I perk up when a Fool starts taking apart numbers. An additional factor in SEBL's high receivables, cited in the recent profile of Tom Siebel (Fortune, I think, but memory fuzzy and don't have my files here), is SEBL's billing structure. They stagger bills, not rendering the final until installation has been lived with to get out the wrinkles--sometimes for a year.


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