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Technology Stocks : Citrix Systems (CTXS) -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (7338)	12/5/1999 11:49:00 AM
From: jkb	Respond to of 9068

OT Very interesting regarding INTC cash flow. Do you come up with similar numbers for CSCO and CTXS? I also agree with you that this market is highly motivated by big retirement money that fund managers must invest.

To: Chuzzlewit who wrote (7338)	12/5/1999 6:05:00 PM
From: Diamond Jim	Respond to of 9068

Guess that's why they are buying business's outside the processor arena. jim

To: Chuzzlewit who wrote (7338)	12/5/1999 6:22:00 PM
From: Saturn V	Read Replies (1) \| Respond to of 9068

Ref " Operating Cash Flow " and "Pretty hard to make the case that this has been a growth company over the last three years." I do not understand why should we look for growth in operating cash flow for Intel. The company is already swimming in cash, with one of the largest cash hordes.It is one of the planets top three companyies in total profit. Its growth is definitely not limited by cash on hand. The fault may be too much cash already. On the contrary the existing stockpile of cash should be used to develop new businesses for further growth in new areas or for acquisitions and investments. This can enhance shareholders value. Adding to the existing cash hoard and putting it T-Bills, does not significantly enhance shareholder wealth. The only question is have the acquisitions and investments in new business ventures been wise investments ? Time alone will answer this question. However a lot of Intel's investments in new companies appear to have paid off handsomely already and sizeable profits have already been made.