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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (14400)	12/18/2001 7:49:08 PM
From: dwayanu	Respond to of 99280

Receivables (5) 296.6 791.6 Given that they received 547 million during the quarter (which was presumably booked as receivable in that 791.6 figure, thus the note), then their 'pro-forma' <g> receivables climbed by 55 million give or take, not a positive sign if DSO's are rising. Inventories (1) 451.0 491.1 Given the 176 million writeoff of inventory during that period, then their inventories have climbed by 136 million during the quarter, also not a positive sign. Either or both of those points above may be dependent upon seasonality, e.g. building up for sale to Xmas PC manufacturers, I don't know. - Dway