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To: Chuzzlewit who wrote (39186)4/27/1998 3:16:00 PM
From: Lucretius  Read Replies (3) | Respond to of 176387
 
you boys in here buying today? just curious.



To: Chuzzlewit who wrote (39186)4/27/1998 3:46:00 PM
From: freeus  Read Replies (2) | Respond to of 176387
 
re cash flow/profits, and profit being a fiction created by accountants.
Fascinating.
Is cash flow obvious on annual reports and quarterly reports?
Is that what we should be watching then, and the ebb and flow of c.f., instead of "profit"?
Freeus



To: Chuzzlewit who wrote (39186)4/27/1998 3:49:00 PM
From: Eddie Kim  Read Replies (1) | Respond to of 176387
 
Chuzzlewit,

You may be right about this whole deal.I don't know and I'm not about to try and find out. The point of the SIMPLE question was to point out the paradox in Jim's statement. 4th quarter last year, COmpaq stuffed the channel and made record earnings. This 1st quarter Compaq tried to unstuff the channel and made almost record low earnings. According to what jim wrote, Compaq was both making low earnings and stuffing the channel.


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