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

To: mishedlo who wrote (79222)	6/14/2002 4:55:04 PM
From: vampire	Read Replies (2) \| Respond to of 99280

Dunno if J. Siegal is either but a lot of bankers and Wall Streeters use "M" for thousands and "MM" for millions - dunno the origin of that

To: mishedlo who wrote (79222)	6/14/2002 4:59:09 PM
From: Jdaasoc	Read Replies (2) \| Respond to of 99280

M: Looked at NVDA financials just now. Their combined receivables and inventory has doubled to $400 M from $200 M in last 9 months. I see major writoffs in their near future. I don't know of many situations where computer inventory or receivables aged well. I planning on NVDA in single digits by fall as earnings flatten then decline.