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URL:  https://boards.fool.com/jakks-4q-results-11993735.aspx

Subject:  JAKK's 4Q Results Date:  2/16/2000  9:21 AM
Author:  AceKewl Number:  206 of 558

Earnings are out. Check out http://biz.yahoo.com/bw/000216/ca_jakks_p_1.html

The consensus estimate was $.29. The dreaded, hated whisper number was $.43.

They posted $.49.

That's the good news.

Now, to the bad news.

4Q 98 4Q 99 % Increase
A/R 11,926,725 38,024,903 219%
Sales 23,873,161 62,508,216 162%
Inv 2,918,941 19,978,113 584%
COS 14,330,658 36,596,188 155%
A/P 13,418,344 41,152,476 207%
DSO 45 55 22%
DIO 84 101 20%
Flowie 1.09 2.29 110%

Ouch!

Days Sales Outstanding (DSO)increased from 45 to 55 and Days Inventory Outstanding (DIO) increased from 84 to 101. I did those Flow Ratio numbers quickly, so don't take them as the gospel, but they concern me, nonetheless.

So, as I sit here staring at that great EPS number, mulling over the bad stuff, I'm thinking about pulling the trigger and selling.

Anybody know why I shouldn't sell? Mitchinc, are you still holding JAKK?

Ace
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