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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Chuzzlewit who wrote (147601)	11/18/1999 2:17:00 AM
From: Sr K	Read Replies (2) of 176387

And I thought I was harsh on Dell! I am beginning to question the long-term solvency of Lucent. I'll have to check it out. Dell's cash flow statements actually show a significant benefit (from tax savings) from the exercise of stock options, so the distortion is exaggerated. Continuing with accounting comments, Tyco's CEO LDK can go on financial programs every day arguing that TYC's accounting is GAAP and legit, but the good analysts can see that taking one-time supersized writeoffs at the time of an acquisition (or amortizing over an unreasonably long period) distorts future reported earnings. I do not follow TYC, but I'm quite sure that your follow the cash approach would be revealing. I recall WEB referring to Ben Graham's example of a company that wrote off everything (I think the example was a pseudo US Steel), and then proceeded to report consistent profits.

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