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Strategies & Market Trends
Gorilla and King Portfolio Candidates
An SI Board Since February 1999
Posts SubjectMarks Bans
54805 618 0
Emcee:  Uncle Frank Type:  Unmoderated
Introduction Compact
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53980Jim, I don't know if there is a clear definition of "next generation&qMike Buckley-5/6/2003
53979Mike, AT&T Wireless PR FUDD continues as two more PR FUDD pieces were releaJim Mullens-5/6/2003
53978Bravo!Stock Farmer-5/5/2003
53977>> Thanks for the roses. I don't think you've identified those pUncle Frank-5/5/2003
53976Thanks for the roses. Regards, Hueyhueyone-5/5/2003
53975Huey, <i>I am also equally interested in your free cash flow numbers</Mike Buckley-5/4/2003
53974<i>And by avoiding the specifics, Huey will no longer be in a position to hueyone-5/4/2003
53973Folks, I've given some additional thought in the past day about my posts reMike Buckley-5/4/2003
53972<i>As far as the “analysts” being burned in the tch wreck, that's trueslacker711-5/4/2003
53971Hi John, I don't include changes in working capital either, but if Mike is hueyone-5/4/2003
53970Yes, depending on one's definition, we can calculate anything we want. The Stock Farmer-5/4/2003
53969John, I suspect someone can indeed claim a 500 million dollar plus free cash flohueyone-5/4/2003
53968?Stock Farmer-5/3/2003
53967Folks, When determining free cash flow from core operations, I believe I fully Mike Buckley-5/3/2003
53966Mike, thanks for you input on Qualcomm valuation. Regarding >>” Now the Jim Mullens-5/3/2003
53965Slacker, You’re correct in the most of the “analysts” are in a “show me” mode asJim Mullens-5/3/2003
53964Mike, Qualcomm cash flow from operations 0.5 M$ this past quarter? Maybe we looStock Farmer-5/3/2003
53963Thanks for the BREW data, slacker. Where in the technology adoption life cyclMike Buckley-5/3/2003
53962More on Amazon's misleading free cash flow numbers and how this fudd all worhueyone-5/3/2003
53961I think this problem with reported free cash flow numbers is an important problehueyone-5/3/2003
53960<i>For a valuation metric that you didn't mention, let's turn to fhueyone-5/3/2003
53959<<until they see it actually happening>> The Ministry of Informatiquartersawyer-5/3/2003
53958<i>I’m a senior citizen, and would prefer immediate gratification. I wouldslacker711-5/3/2003
53957Jim, <i>I believe Qualcomm/ the CDG have resigned themselves to being in Mike Buckley-5/3/2003
53956Hi Slacker- Re:>>”Then why in the world do you care so much about the gloJim Mullens-5/3/2003
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