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Technology Stocks : Dell Technologies Inc.
DELL 128.43+0.6%Dec 24 12:59 PM EST
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To: rudedog who wrote (38289)4/18/1998 11:58:00 AM
From: Chuzzlewit  Read Replies (1) of 176387
 
Rudedog, this kind of analysis begs the question, because we don't know the level of the buybacks from the channels, nor do we know the level of inventory write-downs that will be taken in future periods that have to do with Compaq's problems this period. Compaq's earnings were at about break-even this quarter because of recognition of costs incurred in previous periods.

This problem does not exist for Dell, because it's business model virtually guarantees that revenues and expenses will be matched. But when you contrast that to Compaq you see some major differences, like LIFO and FIFO inventory accounting issues.

TTFN,
CTC
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