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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (10455)	1/23/2001 9:53:24 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Jay, I am not sure what he is talking about, they have $57 MM in acts. receivable against $97 is revenues, that comes to 50 DSO, I think he is taking the numbers shown in this afternoon balance sheet, and that compares the April numbers to the December numbers where sales have almost doubled, of course receivable and inventories will grow with sales. I wish all companies I invest with had DSO of 50. In running a real business only one quarter in many year I managed to get to 49 DSO, typically, anything under 58 DSO is quite an achievement. maybe Greenberg should go back to accounting school and the shorts should join him there. Zeev