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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (24224)	5/5/2000 11:17:00 AM
From: Sunny	Read Replies (1) \| Respond to of 54805

Mike, I might be able to teach you something, but I doubt it will be about reading financial statements or valuation. Since Pirah started his discussion on FCF I have been paying a whole lot more attention to the CF statement. My interpretation of investing cash flow is that these funds are used to buy investments or PP & E. I do not know if funds reinvested in the enterprise, like a stock buy back would be included here. I do not truly understand what Citrix does. Having spent my working career in small companies, i have no exposure to the thin client application environment. I have read yours and Chaz's assertion that the value of ctxs shares have taken a beating beyond what one might think reasonable in this market. Since I believe that the market frequently over reacts in both directions, I was exploring ctxs as a possible candidate to own. Rather than doing all of the dirty work myself, I turned to Chaz to see if he had already determined the answers to the questions about investment plans and expected future earnings growth. I still believe they are valid questions that need to be explored before rather than after making a buy decision. Thanks for jumping in. I always appreciate your thoughts and the time you spend to share them with the rest of us. Sunny