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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: Calvin who wrote (91420)	1/26/1999 4:26:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Wow! To all Compaq watchers: watch the operating cash flow. While I generally use EBITDA, in the case of CPQ I would watch non-cash changes in A/R closely because of sales into the channel and their propensity to use factors. Some time ago, Jim Kelley and I had a discussion about a potential cash flow crunch. I wonder whether the spin-off of Alta Vista is designed to meet that problem. If that's the case, look for CPQ to IPO Alta Vista directly with little or no distribution to current shareholders. Maybe (just conjecture here -- no facts to back this up) this is the reason why so many brokerage houses are bullish on CPQ -- they want the IPO business. TTFN, CTC

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