Re: Rollins said, too, the company needed to shift the investment world's focus away from the topline financial numbers to the bottomline, where Dell continues to sparkle.
Its net income was up 19 percent last quarter to $603 million and the company had $1.2 billion in cashflow. The company expects to generate $20 billion in cashflow the next four years, executives said.
``As a company and probably as an industry, we have been so maniacally focused on the topline that we've missed some of the notion of excellent performance on the bottomline,'' Rollins said.)
This should have been their story from the begining.
I may be too early in saying this, but:
It is the earnings, stupid.
At $32B sales and current market copy, the market cap is 2 times revenues. If earnings increase at the 50% oe even 38%(since some pundits don't want count 2000-3Q-investment loss), the market and price will go up.
Nothing has changed with this company, except the disappointment of the greedy, disarray among believers. |
