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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST
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To: larry who wrote (80496)11/15/1998 11:05:00 PM
From: Chuzzlewit  Read Replies (4) of 176387
 
Larry, I think I have answered every one of the substantive comments in previous posts, but these comments are downright asinine:

Dell's last earnings report showed signs of strain. Really? They looked robust to me. Better than 50% growth is strained?

Revenues were lower than many if not most analyst estimates. Really? What was the consensus of estimates on revenues?

Operating expenses as a per cent of revenues decreased (signalling that they held back on hiring and on other discretionary items to help them make the quarter).

Hogwash. You expect operating revenues to decrease as a percent of sales because SG&A tend to be fixed or semivariable.

Days Sales outstanding rose.

That has nothing to do with earnings.

I don't know where this stuff comes from, but it is really pretty silly. Dell doesn't have inventories or channels, so it can't play games with sales into the channel like its competitors can. That renders the DSO argument silly from an earnings perspective. Most of the arguments you have trotted out are the kinds of things people look to in justifying their own preconceived notions.

BTW, Kumar's comments about growth of desktop machines was totally inaccurate, and I posted the real numbers (at least in terms of revenues) in a previous post. If you would provide actual numbers to support your claims I could more easily deal with them.

TTFN,
CTC
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