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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST

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To: Mohan Marette who wrote (137414)7/23/1999 6:06:00 AM
From: D. Swiss  Read Replies (1) of 176387
 
Mohan, OT, I read the Dogway report and it seems overall very good. They improved there cash conversion cycle by four days in the quarter, reduced inventory, net income improved dramatically (46% yoy), and increasing there subscriber base for their ISP dramatically to 400k members. They also gave a very positive forward looking statement, claiming that they have never had a bigger backlog going into their strongest season. Ted old boy even went so far as to say that June felt like December their seasonally strongest month. I think this report will be viewed as positive and Dell will get a boost from it also. The only negative that I see is the European results.

:o)

Drew
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