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Technology Stocks : Network Associates (NET) -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (1784)	12/6/1997 4:08:00 PM
From: santhosh mohan	Read Replies (1) \| Respond to of 6021

Thanks, Paul. Of the two explanations, I anticipated the first by reference to a change in credit terms. Even with a breakthrough product boosting sales and receivables, note that the denominator (average daily sales) in the DSO calculation should increase along with the increase in AR. Wonder if anybody does DSO using quarterly sales rather than past 12 months sales. This would take care of the new product issue, but seasonality would still be a problem. I agree that no ratio can be used in a black-box manner.