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

To: Edwarda who wrote (4360)	3/19/1999 11:54:00 AM
From: Chuzzlewit	Read Replies (2) \| Respond to of 6021

Edwarda, if that's true why doesn't he just come out and say it? Here, we have no financial statements to analyze -- just Powers' comments, so why invoke the bugaboo of a financial statement ratio? If he thinks that NETA has been accelerating sales into the channels or discounting heavily he ought to say just that, and give us a reason for his assessment. When I see a substantial increase in DSO it is a flag to me to dig further, but it isn't meaningful when taken by itself. Is Powers just covering his rear with that statement? ***** BTW, I left out one very important cause of DSO increasing. If an upgraded product is in the pipeline (like Pentium III chips or Windows 2000) and not yet released, it will likely cause sales in the short-term to decline, but upon release will cause a surge in sales. This will result in a substantial increase in DSO. I hope you will pardon me if I sound a bit testy. It isn't easy seeing 60% of the value of my investment evaporate in a few months. TTFN, CTC