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To: PDL who wrote (3891)	1/28/1999 3:41:00 PM
From: Chuzzlewit	Respond to of 41369

Thank you for a very well thought out analysis. I agree with most of what you have written. I do take exception to calculating valuation in terms of revenue. I believe that the only measure is free cash flow. So the first question is not how much revenue the company can garner, but how that translates into free cash flow. And I haven't even dealt with the second: how long will it take to realize those cash flows. Again, thanks for your stimulating remarks. BTW, I am long, and very nervous about my position. As I indicated in another post I wrote calls against my position and would not be surprised if my shares are assigned. TTFN, CTC