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Technology Stocks : CDWC -- Ignore unavailable to you. Want to Upgrade?

To: Benjamin Booter who wrote (187)	1/17/2001 7:21:48 PM
From: Sir Auric Goldfinger	Respond to of 189

You are correct, both have higher margins and at one point the ratio in CDWC's case was 44 to one net income to operating cash flow (ex options. So much higher proportions and lower margins. My point is that net income in CDWC's case means nothing. The real question is what is their cash return and I submit to you that it is miniscule and w/o bankers to rasie mroe dough, they will underperform (as indeed they have over the last 6 months). PS your point on JDSU & CSCO is what people will start paying more attention to.