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Technology Stocks : Internet Analysis - Discussion

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To: kjhwang who wrote (414)	3/9/2000 9:46:00 AM
From: Steve Robinett	Read Replies (2) of 419

-tci The question is whether you know how to gather accurate facts for a discounted cash flow analysis. Obviously not. Read AOL's 10-Q. Read TWX's 10-Q. Get facts before you crunch numbers. Your procrustean approach to analysis yields only predetermined conclusions. You will find actual facts more useful than wishful thinking. You seem to believe that enormous quantities of debt and slower future growth are formulas for success--duh. Tell that to P&G that just got whacked 30% on the mere suggestion that growth would slow going forward. Funny, that was what happened to AOL, too. To answer your question directly, yes, I understand the roll of debt in discounted cash flow models. I also understand that if number crunching was all it took to invest successfully, all the accountants would be retired. It also requires judgment. Best --Steve

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