Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: jim kelley who wrote (85765)	12/17/1998 8:45:00 AM
From: rudedog	Read Replies (2) of 176387

Jim - Look at the Q3 10-Q I think that year over year comparisons of 4Q performance are a much better indicator - this is a somewhat cyclical business, and also, the first 3 quarters were an anomaly because of the inventory problems and DEC acquisition. But the analysis of cash position has certainly taken me down some different paths - I am learning quite a bit about a different side of the business in attempting to follow this discussion. I will be very interested to see how closely the 4Q numbers match up against this discussion. One thing seems clear - there is a lot of information available about what's going on in a public company, if you know where to dig. I assume that DELL's position is strong from a cash analysis perspective. Have you or Chuz done a similar analysis on DELL?

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