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Subject:  Re: RM Ranker TXN Q1 2000 Date:  5/19/2000  1:51 PM
Author:  sditto Number:  6274 of 8329


Agree with you wholeheartedly on all points. My remaining question is more of a nit about the RM Ranker spreadsheet than your analysis:

The formula built into the RM Ranker Spreadsheet for Monopoly Status Net Cash returns a 0 when the Competitors' Average Net Cash is < 0 even though the company being analyzed may have a substantial cash position just short of "No Debt".

Two Questions:

1. Did you override the formula and use your judgement to give TXN a 4 or is there something wrong with my calculations?

2. In this type of situation, is there a better ratio to use (e.g., "No Debt" = 4, Cash-to-Debt > 10 = 2, etc.)?

Again, thanks for even more detail on the DSP business - it really helps to get firm grip on the company, competitors, and industry.
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