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To: silicon warrior who wrote (1608)1/26/2001 7:29:05 AM
From: GVTucker  Read Replies (1) | Respond to of 1860
 
RE: XOXO, there was some concern going around the buy side that there would be a receivable write off.

From Morgan Stanley this morning, "We believe that concerns surrounding XO's accounts receivable are unwarranted. Speculation that the company would need to write down a portion of its receivables to adjust for uncollectable amounts has created a near-term buying opportunity."


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