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Technology Stocks : Dell Technologies Inc.

DELL 120.14

-2.1%

2:58 PM EST

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To: edamo who wrote (133016)	6/16/1999 2:32:00 PM
From: Sig	Read Replies (2) of 176387

<<<the competitive factor as in "if somebody wins, then another must lose" would be a fatal mistake in the forward advancement of what dell has achieved. this has been my point to many on the thread>>> Nice post there... Sometimes I do a little backsliding to avoid the pain of watching Dell get beaten down.... So I bought a small position in IBM and have looked to see what "they" talked me into For 4 years 1994 thru 1998, IBM vs Dell Revenues IBM 64 to 81 bil in 4 years = +27% Revenues Dell 3.4 to 18.2 in 4 years = +430% EPS IBM 0.50 to .086= +72% EPS Dell = 0.05 to 0.53=+960% Working capital IBM- down from 12bil to 5 bil=minus 7 bil LT Debt IBM= 22 bil to 29 bil=plus 7 bil debt return on equity IBM= 32% Return on invested cap Dell = 195% Both these companies can be and are successful,but any value comparison (despite the fact they both make computers) would be more like comparing apples to wagon wheels rather than apples to oranges. How long before it becomes obvious Dell is a better investment. 1 mo., 2 mo. ? Sig

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