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Technology Stocks : Dell Technologies Inc.
DELL 117.70-1.4%3:25 PM EST
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To: Eddie Kim who wrote (39511)4/29/1998 1:45:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Eddie, why don't you try responding to the points I made (which I wrote in response to your post)? Engaging in mindless ad hominems will not gain you points in any serious discussion

As to you new points:
Yes, Compaq had greater earnings (but we discussed the difference between "earnings" and reality in several posts. I suggest you re-read them)

Yes, Compaq sold more computers.

Yes, Compaq increased its market sharebut nor as rapidly as Dell (Check it out, Eddie.)

Yes, Compaq had higher margins. So what? Beyond the accounting problems associated with margin calculations (which I also pointed out in a previous post) margins by themselves don't count. Jewelry stores are high-margined. Supermarkets are low-margined. Margins combined with inventory turnover counts.

Eddie, the bottom line is this. Dell is a smaller company in terms of units sold and market share but it is growing much faster than Compaq. It is a much more efficient operation than Compaq, and it has shown itself to be much more adroit than Compaq in managing its resources. I thought that was the focus of our discussion.

Compaq's acquisition of DEC will make future comparison more difficult since there is some divergence in the businesses.

TTFN,
CTC
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