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Technology Stocks : Dell Technologies Inc.

DELL 125.01

-6.6%

12:02 PM EST

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To: Chuzzlewit who wrote (105511)	2/26/1999 10:27:00 PM
From: JRI	Read Replies (3) of 176387

Chuzz- Maybe I should rephrase....There was no way Compaq was going to report a .20 quarter....Some of the .21 difference (between reported earnings and Jim prediction) was stuffing, no doubt....How much? Who knows for sure...but likely quite a few more cents were "allowable" (at least, until now) accounting tricks (like the massive write-offs in Q2 & Q3) which helped lower expenses in Q4 or the factoring that you mentioned... Even still, you have the more important point (by far)..Dell is clean, Compaq is not only simultaneously fluffy and complex, but the numbers reek a little, too... People (analysts, commentators) love to talk about how much greater Dell's PE is vs. Compaq's....surely, Dell should receive a healthy premium (all things being equal) because of the clean numbers...

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