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Non-Tech : Tyco International Limited (TYC) -- Ignore unavailable to you. Want to Upgrade?

To: luther yow who wrote (794)	12/3/1999 5:41:00 PM
From: Bosco	Read Replies (1) \| Respond to of 3770

Hi Luther - It is possible [re: agenda.] However, Morningstar is a fairly decent org [incidentally, it is unlikely fund mgrs are influenced by Morningstar, who is trying to break into the stock side.] Fair is fair, it is not saying anything new. As a matter of interpretation, it acknowledges the Tice's episode is a case of projection. Having said that, the single comment that affects me is the cash flow relative to TYC's status as a momentum stock. Gorillas are gorillas b/c they are deep pocket in different ways. Like true Gorillas like MSFT, IBM and INTC, they have so much cash that they pay cash for a midsize co without blinking. Then, there are the virtual Gorillas, by virtue of their high stock price. Being a lazy investor that I am, I accepted the argument that TYC could manage growth internally, or via its cash flow. Now, 40x cash flow is giving me a bit of a pause. What does it mean? Personally, I think TYC deserves better recognition than FTU - and definitely much much better than CD. If TYC becomes a darling of the street again, then it will likely to reclaim its virtual status. Couple that with a tighter financial management after this wakeup call, TYC probably will resume its uptrend [I admire your optimism of thinking TYC to make new hi after the 1st of the year though <g>] However, if worst comes to worst, TYC may suffer a bit of wall street self-fulfilling prophecy. And that doesn't include the general market conditions. best, Bosco