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To: Pirah Naman who wrote (49250)11/29/2001 1:03:42 PM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> Enron very rarely earned any true profits (free cash flow) even though they consistently reported growing profits. Over the period from 1991-2000, they were weakly FCF positive in only four of those years.

Pirah, to my amazement, and probably yours as well, I've found myself fumbling through sec filings recently searching for information on cash flow. The problem is, there doesn't appear to be a standard format for 10Ks and 10Qs, and it has been a hit or miss kind of thing. Can you suggest a way to improve my odds of finding those important measures?

uf@capitulated.com



To: Pirah Naman who wrote (49250)2/5/2002 12:06:44 PM
From: Pirah Naman  Read Replies (2) | Respond to of 54805
 
The lesson is being repeated.

Message 16721482

We've seen it with other energy companies, and right now Williams, which is pretty big in this, is in the news. Guess what? It isn't just energy companies. It can and will happen to companies, especially the new, exciting companies with seemingly huge potential, in the industries watched by this thread.

- Pirah



To: Pirah Naman who wrote (49250)2/5/2002 7:18:07 PM
From: gdichaz  Read Replies (2) | Respond to of 54805
 
Pirah: Thanks.

Cash flow is the real measure of success for a company in retrospect.

But what about looking ahead?

Ah. That is the fun and how those of us who try to do just that try to work out winners.

Best.

Cha2

Enjoy using the windshield while keeping the rear view mirror in sight. But the fun is, which gives a view ahead?

Since this is abstract, lets put some meat on the bones.

Qualcomm. There is really no question that there is no way to win against Qualcomm's technological lead.

So, what?

Nokia? At Los Vegas who would bet that way?

Awe? Yuk.

So who?

Hard to find.