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Technology Stocks : Dell Technologies Inc.
DELL 127.22+3.8%3:59 PM EST
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To: Mike Van Winkle who wrote (132902)6/15/1999 11:52:00 PM
From: stockman_scott  Read Replies (1) of 176387
 
<<By the way have you noticed how low the institutional ownership has become for Dell stock compared to what it was? Here is a nice table that a poster over on TMF mentioned, quicken.excite.com;

Mike: That was a great link....It is fascinating to compare the three year revenue and EPS growth rates for DELL, GTW and CPQ. I also like to look at the return on assets and the income generated / employee. Nobody is even close to DELL. It is shocking how far behind Compaq is in almost every metric. What surprises me even more is the number of institutions that still own that stock. IMO, they need to do some homework and look under the hood at CPQ. If they need some help, Piper Jaffray's Kumar has a recent report that talks about the downside for Compaq (he feels it could go down into the teens). It is downright risky being in that stock -- I would rather have my institutional money invested in a well run cyclical <GG>. That Quicken link just demonstrates how there are still MANY confused institutional money managers. IMO, they are not being good stewards of the money that they have been given to invest. One of these days DELL's superior business model and total return will become SO OBVIOUS that it will be like a headlight shining in their eyes...sort of like a BIG wake up call..!!

Best Regards,

Scott
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