Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 140.77

+1.4%

Nov 12 3:59 PM EST

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To: GVTucker who wrote (150608)	1/6/2000 5:15:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

GV, Don't expect substance from that jerk. He probably thinks a 10-K is the size of a beer keg. Options trading is not included in earnings, and it is very difficult to unwind exactly what goes on. I think that this is an issue that the SEC needs to look into very closely. Dell's earnings are fairly transparent due to two factors: 1. Low levels of working capital assets (like A/R and inventory) which are two classic areas as fudging earnings; and 2. Only one acquisition using pooling (and a small one at that). For these reasons I think that DELL's earnings pass the analytical as well as smell test. Share buybacks and employee stock options make the eps situation somewhat murkier. TTFN, CTC

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