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Technology Stocks : Dell Technologies Inc.

DELL 120.45

-0.1%

3:59 PM EST

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To: Chuzzlewit who wrote (139776)	8/18/1999 4:39:00 PM
From: GVTucker	Read Replies (2) of 176387

Chuzzlewit, RE: I've been all over Dell's financials. I read them and reread them last night, and again this morning. It is impossible for me to find anything negative in the report (and believe me, I looked hard)! Well, I looked and came up with a couple of things, although it gets really nit picky. First, A/R days grew 1 day to 36 days. Granted, it is still below the year ago number, but I did tell you that it was nit picky <gg>. Also, the entire amount of the upside surprise in earnings can be explained by the increased margins on notebooks as a result of the screen shortage (DELL didn't lose any sales because they had an adequate supply, but because others did not have supply, DELL didn't have to cut prices as much). This is not likely to be a recurring event. Of course, it is very easy to turn the second 'negative' into a positive.

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