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Technology Stocks : Dell Technologies Inc.
DELL 140.41+1.1%Dec 8 3:59 PM EST
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To: Chuzzlewit who wrote (136925)7/18/1999 8:22:00 AM
From: jttmab  Read Replies (2) of 176387
 
Chuzz,

Thanks for rephrasing your opinion on the CPQ retail brand point. I misunderstood your earlier post; we're now in complete agreement. The only question I have remaining is with respect to DELL's cash position of $4B; with an ROIC of 189%...cash seems such a waste. Share buyback; new facilities; new ventures; acquisitions...what to do? Share buybacks and new facilities are only partial answer as DELL grows, but there are physical limitations to how fast one could build new facilities. New ventures such as auction sites etc..are one avenue and if successful could result in an even higher ROIC going forward since the price of entry is low. Acquisitions are usually dilutive in the near term and would lower the ROIC substantially....a major business model issue [valuation] for DELL so I don't see DELL pursuing the acquisition approach. Watch next week...DELL will prove me wrong <g>.

Regards,
Jim
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