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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (38207)	7/21/2002 4:47:38 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 52237

...... and by the way I am a realist not a BEAR <GGGG> Uh huh <g> Hey being a bear must be pretty fun these days, wild champagne parties and the like... no reason not to partake in the festivities for the time being.... Anyway you didn't touch on my key issue with respect to mfg efficiencies which is free cash flow. Your post focused on P/E which is cool but where you really see a divergence is in free cash flow from top companies 30 yrs ago vs today (those that modernized). Dell after all collects cash before they build anything, this wasn't possible in the past. The inventory turns you speak of are a result of this but not the primary benefit which I believe is cash. So the question is what does improved FCF do to the valuation metrics on a company. Does it matter, etc. I don't know. L