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Technology Stocks : Dell Technologies Inc.
DELL 138.940.0%Dec 5 9:30 AM EST

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To: John Koligman who wrote (164103)2/15/2001 10:18:15 PM
From: BWAC  Read Replies (5) of 176387
 
You know you guys are just absolutely amazing to watch as you pick this company apart, little by little. A negative here, a perceived disappointment there, no more computer sales around the corner ever again, paint a big huge picture of the biggest trash heap company there ever was. Geeeeeez. What in the hell do you expect these companies do?
Could any number ever satisfy you?

Because these don't:

1.)Dell accounted for 30 percent of worldwide server growth, expanding at more than three times the rate of the industry and adding two full points of market share in that product category.

2.)Net revenue totaled $8.7 billion, a 28-percent increase. Full-year revenue totaled $31.9 billion, up 26 percent.

3.)Full-year revenue totaled $31.9 billion, up 26 percent. Fiscal-2001 net income rose 24 percent to $2.3 billion, or 84 cents per share

4.)cash from operations during the period was $1.2 billion, (for the quarter) Hell guys that is a run rate of $5 BILLION a year! What more do you want? What more do you reasonably expect?

5.)Return on invested capital, which helps illustrate the industry-best efficiency of Dell's business model, was 325 percent, exceeding 200 percent for the seventh consecutive quarter. And you moan about the crap job management is doing????!! What the????

6.)Cash and investments at the end of the quarter stood at $7.9 billion.

Would another $10 Million of income do it for you? Another 100 Million of revenue? Maybe increasing sales and earnings by that elusive missing 1% would do it? Cause Lord knows there is a big huge frigging difference in 26% growth and 27%.

The company is operating fine. The herds ridiculous expectations and hopes are the problem.
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