SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (10462)1/24/2001 8:27:47 AM
From: Zeev Hed  Respond to of 30051
 
Jay, I am sorry to say, it seems that Greenberg is full of it, receivable were at $27 MM at the end of April 2000 and at the end of December they were $57 MM, what counts are DSO and these are quite normal.

Zeev



To: orkrious who wrote (10462)1/24/2001 9:02:00 AM
From: Zeev Hed  Respond to of 30051
 
Jay, at the end of the last quarter the receivable were unusually low at $38 MM for sales rate of $87 MM (40 DSO), it is more probable, that a big customer (like SUN) paid a big chunk just before the quarter ended than anything "nefarious", 40 DSO is very unusual, the current 50 DSO is quite normal. Herb must be short and is creating another reentry point IMHO. If the stock drops under $85 or so, I'll double up.

Zeev


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News