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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Gary Korn who wrote (31336)	1/21/1998 1:21:00 AM
From: jach	Read Replies (1) \| Respond to of 61433

<< Gary, great post. in ref to .. rev is 8% up from prior q. RAS down 8%, ATM up 24%, etc. Svc revenue up 13%. NA sales up 12%, Intl down 2% RAS was 43 perc. Core 32pct........ In core systems, ATM grew 75% Q over Q!!!! Very pleased for this going forward.>> descending of Ascend blocked by a cascade, ATM to the rescue!

To: Gary Korn who wrote (31336)	1/21/1998 1:32:00 AM
From: Chuzzlewit	Respond to of 61433

Gary, and anyone else who will listen. This fixation with DSO is pointless. It is a meaningless measure except when applied to the quality of A/R's, and even there it gives spurious results. DSO's increase as a company's sales increase in the period, and decrease as sales decrease in the period. So, if one were a bear (which I am not), one could argue that decreasing DSO augurs decreasing sales towards the end of the period. The point is that DSO by itself means nothing. A decrease in DSO could mean declining sales, or it could mean more effective collection procedures, or it could mean that nobody buys during the last few weeks of December (which I think is the most probable explanation). The only time I would begin to be concerned about DSO is if the quality of receivables comes into question. Regards, Paul