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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST

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To: The Phoenix who wrote (101884)2/17/1999 12:52:00 PM
From: BGR  Read Replies (1) of 176387
 
Gary,

There is absolutely no doubt in my mind that this Q was different from the past - the CC made the differences clear. But are the differences significant as far as the long term is concerned, I don't think so. Though, I am going to listen more carefully to Ashok Kumar in future (not Niles, as his was perhaps a case of divine intervention which on a regular basis I am reluctant to depend on).

As for the future, I personally consider cash flow, margin and EPS to be more important that revenues, but the market may differ. DELL still maintains a better valuation than CSCO, though.

-BGR.
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