Tyco International Limited (TYC) Message Board

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Non-Tech : Tyco International Limited (TYC)

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To: rich evans who wrote (3625)	1/22/2003 2:48:01 PM
From: rich evans	Read Replies (1) of 3770

Damn it all. Why doesn't this stock go up? Look at their Q1 report and the redone past results on their website. Year to Year is not the issue. It is sequential and the results are fine. Electronics improving as guessed. Margins up, profits up, and without tycom close to 14% with revs from electronics alone slightly higher. Fire and Security is the problem but will rebound with Breens attention andonly slightly down instead of slightly up.Healthcare mostly flat but ramping up new customers and products and should grown nicely next Q. Engineered products profits up as well as margins up although revs flat.Lower Corporate expenses to normal run rate of 50 MIll per Q, tax rate used to high per CC. Should be 18% in cash taxes.Interest coming down 70 mill per Q to 200 mill again.Make the adjustments and you get about 40cent/share. Plus reverse the Working capital change to positive instead of neg 444 mill and you get good cashflow as promised. This stock should be going up. Go figure. Rich

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