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URL:  http://boards.fool.com/not-at-all-my-decision-was-based-on-a-discounted-17939570.aspx

Subject:  Re: Tom, ARM Insider 62% Date:  10/3/2002  2:27 PM
Author:  TMFTom9 Number:  7959 of 10413

Not at all. My decision was based on a discounted cash flow analysis based on performance, not mgmt. predictions, and the assumption that the semi downturn would end someday. I'm not concerned about the price that much (see last graph of column). It's mgmt. integrity that is the problem. And while it does appear that the 62% figure provided by my data service misstates the allocation between institutions and mgmt., the timing of the announcement suggests more of a concern to these folks. We'll know in the coming months.

Thanks for reading and for pointing it out.

Fool on,
Tom9


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