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Technology Stocks : Dell Technologies Inc.
DELL 137.49+4.1%10:53 AM EST
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To: Chuzzlewit who wrote (100957)2/16/1999 6:39:00 PM
From: BGR  Read Replies (2) of 176387
 
CTC,

I am a little confused. Can you please help? YoY

1. Market share increase is great. > 50%

2. Earnings increase is great > 50%

3. But revenues up only by 38%

So what does this mean? 2 and 3 together should point to major margin increase (which is good and expected too, as DELL is shifting it's product mix upwards). 1 and 3 together should mean that ASPs in the mid to lower range of DELL's product mix are dropping real fast (again, this is expected).

4. DELL plans to shift it's product mix such that 50% of it's revenues come from the higher end.

So, in future, should one expect DELL's margins to go further up, revenues to grow at an even slower pace and earnings to continue about the same growth rate? Does this sound right?

If it does then I would have absolutely no problems holding DELL because this is the kind of company I like. If not, I need to understand the scenario further.

TIA!

-BGR.
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