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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 159.33-1.8%Nov 7 9:30 AM EST

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To: Pink Minion who wrote (10673)8/22/2002 10:22:12 AM
From: Kirk ©  Read Replies (1) of 10921
 
I buy Dell only because they're the only mfg who has figured out how to design a box that's easy to open. I had a Compaq that I never could put back together.

Me too! Also, they had a very good refurbished program which HP didn't at the time I bought my last PC. When I had DSL installed, the installer said Dell has patents on its boxes which would explain why the others have not followed suit.

Their cash flow does blow away BBY but who cares if shareholders never see it. They used up 1 Billion in cash last year to buy back stock but shares outstanding didn't go down. I wonder who got those shares.

ever hear of stock options? That $1B cash is the TRUE cost of the stock option program.

Kirk
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