S1: Doing Business in a Dot Com Depression, -V1 Message Board

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Technology Stocks : S1: Doing Business in a Dot Com Depression, -V1

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To: Oeconomicus who wrote (826)	5/3/2000 12:14:00 PM
From: tuck	Read Replies (2) of 1013

R.D., With all these acquisitions, yes, the comparisons are difficult. I'm getting ready to look at my notes and see where they are with respect to clearer metrics, such as data center growth targets. I'm thinking maybe they're a bit behind plan on that, the cash cow of the biz. Another thing to check is the cash flow situation. Could we be seeing some dilution soon? Not sure about this stuff yet, as I was busy last night and haven't had the chance to really go over things. Meanwhile, I'm looking at the idea of buying back those calls I (thankfully) wrote. Back later with a deeper take. Cheers, Tuck

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