[Chambo]

I often wonder what the big cash companies books really look like. I'm not implying that they are in the red or anything. Outstanding receivables vs actual remittance is a decent spread. You have to keep sending deals out the door fast and furious to stay far in front of losses. Once you stop sending money out the door and let things wind down it's a whole different look.

You would be surprised how many of these companies are operating in the red. More, many more, than you think.