Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 133.92

-0.5%

Nov 13 3:59 PM EST

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To: Rio Jangada who wrote (30136)	2/18/1998 5:24:00 PM
From: Franco Battista	Read Replies (1) of 176387

They also spent less on R+D this quarter than last quarter. They spent 4 million$ less. Because of the revenue growth, they should have spent about 6 million$ more. This little trick inflated their earnings by 10 million$ or 3 cents a share. Their margins may be up on a year over year comparison but their margins are down compared to the last quarter, down to 22% from 22.5%. Are lower priced computers starting to eat away at their margins? By the way, when I saw the enormous upsurge in Dell, I went long and sold half my position recently for a 10g profit. I am seriously considering shorting again. Will wait and see how stock reacts to earnings report.

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