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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?


To: Boplicity who wrote (6320)2/8/2001 4:38:12 PM
From: Northern Marlin  Respond to of 10934
 
Deferred revenues are from leased equipment that must be recognized over the life of the lease. Not as good as cash sales, but still sales.



To: Boplicity who wrote (6320)2/8/2001 4:39:00 PM
From: A.L. Reagan  Respond to of 10934
 
DSO up from 56.7 in October quarter to 70.4 today. Either worsening customer credit quality or last minute "get the backlog out the door so make make revenue" stuff.

Possibly a bit of both, and we've seen this with others selling to the same customer base.