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

To: hueyone who wrote (43823)	6/22/2001 1:17:07 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Huey, If you prefer not to have to go to the trouble of making a public, defensible treatise of your thoughts on the matter... In other words, you're condoning that Pirah become a wimp. :) --Mike Buckley

To: hueyone who wrote (43823)	6/22/2001 1:34:52 PM
From: Pirah Naman	Respond to of 54805

Huey: I'm sorry I wasn't more clear in my previous post. The "smoothing out" I refer to is in fact automatically done when you use a full year's worth of data (such as in a 10K). It is when we try to use a 10Q that we can get in trouble. If you compare consecutive quarters with SEBL, or any other company, you will see that the percentage of cash flows from these changes in operating assets and liabilities can vary considerably. I brought it up because we were all looking at a 10Q; I merely intended to suggest an area of caution in evaluating a quarterly on its own. If I am still failing to explain this clearly, let me know and I will try again. In public even! - Pirah the Unclear