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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: jbe who wrote (122638)	5/6/1999 10:54:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Joan, I think a sudden, unanticipated shift in free cash flow is the best indicator of emerging problems. If you are watching metrics like free cash flow it is safe to say that you are far from being an idiot. Free cash flow is one of the most powerful tools available because it cuts through the smoke and mirrors created by accounting fictions. My personal preference is to look at cash flow in three successive stages: first, operating cash flow, second, cash flow used in expanding or upgrading plant and equipment, and finally, cash flow from investing activities. Each stage must pass scrutiny. What do I think of you using FCF? I think it's great! I think that just maybe the sell side analysts have a lot to learn from mathematical idiots <G> like you. Maybe you should write one of those Idiot Guide books. I have noticed that most investors live in a state of denial. They invest in a company after a certain amount of due diligence, and then refuse to examine and act on the harbingers of problems until they are hit over the head. This happened to me with NETA, and my head is still ringing. The trick is to stay as dispassionate as possible. Now if someone could tell me how to do that I'd be all set. TTFN, CTC