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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST
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To: Chuzzlewit who wrote (101820)2/17/1999 11:58:00 AM
From: D. Swiss  Read Replies (1) of 176387
 
CTC, give me a break, of course revenue growth will decline when ASP's are declining. I believe the most important issue is that the bottom line continues to grow at an astronomical rate (64%), asset management continues to improve (days in inventory down to 6, lowest in the industry, and DSO is down to 37 from 41), the product mix has shift to a higher margin business (desktops down 3% points and Enterprise and portables up by a similar amount, as a percentage of total revenues) and cash position improved by almost $400 million after repurchasing 15 million shares. Looks like a fantastic performance to me.

:O)

Drew
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