Gorilla and King Portfolio candidates - Moderated Message Board

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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: Uncle Frank who started this subject	11/10/2003 2:44:07 PM
From: Mike Buckley	Read Replies (1) of 2955

Anyone other than me noticing some especially high valuations? The following numbers are the ratios of enterprise value to my modified trailing free cash flow. SEBL 22 QCOM 22* MERQ 29 EMC 31 BEAS 43 NTAP 57 *Before Qualcomm's earnings report became available, that ratio was close to 30. The details that will likely increase that ratio somewhat are not yet available until the 10K is published, but Qualcomm seems to have had an incredible year for creating free cash flow including almost total elimination of nearly $400 million in finance receivables. --Mike Buckley P. S. Please don't make any investment decisions based on anything coming from my keyboard.

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