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Author: nowise One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 39  
Subject: Take me to the River Date: 5/13/1998 8:39 PM
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Alright.

I understand why you feel the way you do on this one. It's got just the right flavor for that special pick me up. The kind that helps the boat anchors in the portfolio not look so bad. But, I want to be a believer, I really, really do! So, get me past the following;

DSO at 71 days! Bloated. Uncle Vinny could do a better job at collections. Yeah, I know, the overseas element, but with a $600K reduction in exchange rate loss, 97 - 98, is it worth turning A/R at 5?!

Ok. Profitability. 9.9 pretax (And look at the taxes!!) Help me here. with $170mm gross and Zip in inventory, R&D at $29mm, where's the joy?! Bottom Line Blues.

Earnings. OK, so they shot the sheriff. Is allowing a public company to run on mistated '96 spreads a sign of growth or pre-madonna. . . I for one understand the reluctance on the part of investors, shallow or not. There are some things that just won't fly. Like Pigs.

Relative strength = 31. OK not their fault.

Share growth, not too bad, considering the cards "inside" the vest, to coin a phrase.

The one that really gets me is ROE @ 8.6

I am attracted here becase I understand the market, know the competition, and am familiar with the product.
Just can't get past that management thing.

At the alter,

nowise, still

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