Random Musings of a Virgin Trader (was Dell Diary) Message Board

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Technology Stocks : Random Musings of a Virgin Trader (was Dell Diary)

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To: powershred who wrote ()	2/17/1999 2:10:00 AM
From: powershred	of 210

DELL Diary 2/26/99 ANALyst 1 DELLheads 0 I guess meeting estimates does not cut it anymore...0.31 on $5.17B in revenues; for a total of $18.2B for the year. Declares 2:1 split but closed today at 88.75 on 50m; up to $75 on after hours...messy hangover tomorrow! Niles must have ESP what a call or what! He must be great or there definitely is a leak! Either ways the damage has been done...now WHAT? to hold or not to hold...that is the question. Looks like the floor is gonna be around $67....OUUUCHHHHH! Going thru the numbers..... Operating Profit Margins.......9.20%(97)......10.68%(98)....11.22%(99) Sales Growth..................................58.87%(98)....47.99%(99) Gross Margin..................................22.08%(98)....22.51%(99) Days A/R.........................42(97)........44(98).........42(99) Days Inventory...................15(97).........9(98)..........7(99) Days A/P.........................99(97).......102(98).........95(99) The main nagging concern would be whether or not the decline in sales growth is a start of a trend.....if it is...look out.....otherwise, the rest of operating performance looks DELLish....

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