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: Reginald Middleton who wrote (174)	11/7/1997 8:41:00 PM
From: Jules B. Garfunkel	Read Replies (1) of 253

Reggie, Thanks! So the way I read your analysis it shows that IBM has been in a steady decline since 1992. Am I reading it correct that both true value, and invested capital are decreasing every year since Lou Gerstner took over as CEO? While we may use different methods of fundamental analysis, we both come to the same conclusion. So again I ask. Why doesn't the rest of the world see IBM's value as decreasing, or is it they just don't care right now. I want to appoligize for not acknowledging your posting of your very fine post on the IBM thread. Although, I thought, it read a little bit like "Plato's Republic" it made some very compelling arguements. Unfortunately, I got tied up after I read it, and never remembered to get back to you. Regards, Jules I

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