Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Eddie Kim who wrote (39171)	4/27/1998 3:09:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Eddie, this is very simple. First, how do you know they are getting money for it (that's quite an assumption)? One of the clues to stuffing a channel is an increase in account receivable, because there is generally a buy-back agreement that exists between the vendor and the channel. Profits depend on revenues, but revenues are not equivalent to cash. That's why an astute analyst watches cash flow very closely. When profits run much higher than cash flow, and there is no reasonable explanation for the difference it is time to start being a detective. It might profit you (or at least cash flow you <VBG>) to read about some accounting conventions -- in particular issues associated with revenue recognition. Just bear in mind that profit is a fiction created by accountants! TTFN, CTC

To: Eddie Kim who wrote (39171)	4/27/1998 3:21:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Eddie, CPQ management has said that they do not expect a profit this quarter. CPQ had a 16 Million profit last quarter. This is all a matter of record. I am simply pointing it out to you. Whether you waste your time on me or not is your business not mine.