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To: Zeev Hed who wrote (16189)10/28/2000 1:43:51 PM
From: TREND1  Read Replies (2) | Respond to of 60323
 
Zeev
Didn't the law change about a quarter or so ago, that earnings can not be taken until items are sold ? I recall companies like AMAT making a big deal about this. Just asking?

Larry Dudash



To: Zeev Hed who wrote (16189)10/28/2000 1:44:48 PM
From: JMD  Respond to of 60323
 
Zeev, "No I think that the $131 MM in accts receivable is money owed for shipments in the last 81 days, and that is an increase from the March quarter where that figure stood at still a too high, 73 DSO." Oh boy, now that's not pretty at all. Think about it-- almost three months to collect your bills?
Art, Aus--say it ain't so. regards, mike doyle



To: Zeev Hed who wrote (16189)10/29/2000 12:58:27 PM
From: The Prophet  Read Replies (1) | Respond to of 60323
 
You are correct re SNDK not recognizing sales until sold through to end user. As for royalties, they recognize an estimated number each quarter. Then, every 6 months, they get the actuals and adjust (usually upward). This accounted for the surprising 21 cent to 33 cent Q-Q from Q1-Q2.


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