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Technology Stocks : Dell Technologies Inc.
DELL 116.30+0.8%3:51 PM EST

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To: Father E. who wrote (31315)2/27/1998 2:15:00 PM
From: Lazlo Pierce  Read Replies (1) of 176388
 
Pops, Check out the ROIC # (return on inested capital) Dell's # is astounding, I believe its at least 2x of CPQ. Tey are able to turn their inventory every week (52 turns in a year). This allows the most efficient use of purchasing components. The business model is not an easy thing to reproduce. See MUEI (Micron Electronics), they are similar to Dell, and Gateway, yet announcced a loss(big) this Q. Until something changes, I'm holding. I already sold once after holding the stock from split adj 20 @ 90. I had to buy back in @ 110.

Dave
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