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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST

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To: Satellite Mike who wrote (43092)5/19/1998 4:34:00 PM
From: Brian Malloy  Read Replies (1) of 176387
 
Without going into a great deal of detail. It is important to drill down and look at relative/ratio factors and not just the gross numbers.

I feel quite certain that if you compare such things as earnings growth, ROE, ROI in particular over the past two years, that DELL is just crushing HWP.

As a quick little side note consider:

Say, I have a company that makes a 1 Billion dollar profit and it sends 500M to generate this profit.

Then we have another company that churns out a 3 Billion dollar profit and it spends 2.5 Billion to generate the profit.

Conclusion, in absolute terms firm two makes more money (3B vs. 1B) but it doesn't matter because in relative terms firm one is doing much better (1B/500M vs 3B/2.5B).

Go through HWP and DELL's Annual reports and do the math yourself with the real numbers I think you will find what "just doesn't add up."

Regards,
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