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To: Ausdauer who wrote (16264)10/30/2000 8:16:11 AM
From: Zeev Hed  Read Replies (1) | Respond to of 60323
 
Aus, as I have stated, I have no problems with the inventory growth, it is quite in line with sales growth and the need to support expanding retail sales (as mentioned, until sold by the retailer, the product is in SNDK's inventory). I just do not see how we arrive at 58 DSO, unless, of course, the company takes the highest day or week of sales in the period as the "average" daily sales rate. We are still left with the real fact that sales in the quarter grew by $30 MM while AR grew by $50 MM, not a healthy picture.

Last, I surely spend less time than you do on this thread, and do that only when critical issues are at hand, your response should not have been "surprise" but a simple "thanks".

Zeev



To: Ausdauer who wrote (16264)10/30/2000 9:57:35 AM
From: Steve 667  Respond to of 60323
 
The flurry of posts related to the DSO item is unprecedented on the thread. I think

This may actually surpass the overbearing exuberant excessive numerous number of posts this year about Segate's holdings. :-)

Is anyone keeping a post count? SI is buying more storage hardware to keep up.

Steve 667


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