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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 (91649)	1/27/1999 7:52:00 AM
From: Mohan Marette	Read Replies (1) of 176387

Dogpaq kicks-ass can DELL be far behind? Of course not. Calvin: Quite impressive results barring any channel stuffing. Noteworthy:- 1)Sales up 48% YOY (Very good) b) Sales to distribution channels up 43% (stuffing?) 2)Digitial acquisition accretive (probably saved their ass)(Not bad) 3)Cash position +$4 billion.(Nice) 4)Gross margin improvement by 1.5% to 26.4%(not too shabby) 5)ROIC up 7.5% to 38.6% (Not even close compared to Dell) 6)Inventory turns- 15.9 vs 12.4 (Dell wins hands dow but improvement) 7)DSO-improved by 2 days to 56 (OK,good) 8)Operating expenses declined sequentially at 18% vs 23%(impressive) 8)ASP-No mention so far (?)

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