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Strategies & Market Trends : Free Cash Flow as Value Criterion -- Ignore unavailable to you. Want to Upgrade?

To: Pirah Naman who wrote (117)	11/3/1997 7:11:00 PM
From: Andrew	Read Replies (2) \| Respond to of 253

Pirah, I know what you mean about stopping cold after 20 years. At that point Intel would be doing over $200 Billion in revenues. I shudder to imagine such an insanely enormous company suddenly vanishing from the face of the earth!<G> I was thinking more along the lines of "not wanting to depend on benefitting from any further FCF's". Like you suggested though, this is going to skew the results badly. But perhaps it's just erring on the side of conservatism, which may not be so bad. I'm going to think about this one "offline" a bit. Could you propose a valuation on Intel? And how do you feel about my stock options misgivings? One thing - I think a lot of companies don't even bother to buy back shares for this - they just allow the dilution. Is this better or worse? I doubt it could be much better. And another thing....Intel does take in cash when shares are issued from the treasury to fill exercised options. So logically i should have taken this into account. Probably would help the numbers at least somewhat... Andrew