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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (30392)	8/24/2000 12:15:45 PM
From: johndelvecchio	Read Replies (1) of 54805

Yup. I did not say that SEBL's lofty receivables were bad when looking at the big picture. It's only bad when doing a CAP b/c a CAP is quantitative and measures cash flow. Working capital management relates to cash flow. But, I do believe the that working capital management will improve relative to the size of the business in the future. You could do a CAP on ORCL or CA if you wanted, and ORCL has not always had the best working capital management.

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