This fool says phoooey. Blow up the irrelevant and ignore the facts yeah that is the ticket.
that Fool is right but......ROIC YOY Growth=12%
Hi Kwan : Much obliged again for posting the Fool's comment ,why? for one thing it got me going did it not?<g>
Another thing I would like to point out about the Fool's comment is that YOY the ROIC has improved from 178% to 190% and I am in complete agreement with that Fool regarding the sequential performance.
Man,it gets me when pundits blow up the irrelevant way out proportion while totally ignoring the facts. ------------------------------------------------------------------ Source: Motley Fool ...If anything could be argued on this score, it would be that ROIC for the quarter was down from last quarter's 217%. With a company that is building infrastructure so quickly, though, a 27 percentage point decrease in ROIC can't be that badly criticized, as infrastructure never grows in a fully linear fashion. ----------------------------------------------------------------
Source: DELL
Here is the actual comparison of ROIC -YOY and sequential
11/02/98 8/2/98 11/2/97
Other information: Headcount (approximate) 23,300 20,800 14,900 Average total revenue/unit (approximate) $ 2,400 $ 2,400 $ 2,600 Return on invested capital* 190% 217% 178% |