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To: Lizzie Tudor who wrote (92043)	1/27/1999 11:32:00 PM
From: Chuzzlewit	Respond to of 176387

Michelle, good financial analysis requires a lot of information about the business, and the ability to sift through a lot of nonsense. The best place to start is to watch cash. Got to CPQ's 10-K (when available), and ask how much cash came from operations. Is this cash roughly the same as they report as earnings? If not, why not? Did they invest in new plant and equipment, or did they "invest" in A/R and inventory. How about income taxes. Did the amount they actually paid in income taxes bear any relationship to the "provision for income tax" listed on their P/L statement. If the difference is big you begin tot suspect that they are playing fast and loose with the numbers. When I get a chance I'll look at the sheets and tell you what I see. I thought you were a programmer type lady. Now I discover that you are no lady at all, but a budding financial analyst (we are hated because we expose all the dirty linen that the accountants try to hide -- that's why you give up your right to be a lady if you are a financial analyst). TTFN, CTC