Free Cash Flow as Value Criterion Message Board

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Strategies & Market Trends : Free Cash Flow as Value Criterion

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To: Andrew who wrote (13)	10/26/1997 10:15:00 PM
From: Rex Dwyer	of 253

Hi Andrew, The only RF play I made recently was shorting TQNT. Talk about negative free cash flow!!! Plus they were playing games with lead times. I am also an analog design manager. I've updated my profile to reflect that. The following are my analog plays. BMRQ@$7 3/4 (2/96) SNDK@$12 (3/97) TLCM@$14« (7/97) SILI@$37(8/22/97) I like analog plays better than digital IC plays because they have a lesser need to run bleeding edge on the fab equipment side. Therefore, not having to keep updating their equipment every year ==> better cash flow. Rex

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