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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST
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To: Chuzzlewit who wrote (113299)3/29/1999 9:35:00 PM
From: edamo  Read Replies (1) of 176387
 
chuz....to the point...as usual...

read your analysis of e-commerce issues, cash flow versus profit...how can anyone with a modicom of real life business experience put so much emphasis on revenue growth?...i become frustrated with the prevailing belief that a company can grow into its incredibly inflated expectations...dell is hammered for a short fall in perceived revenues..shown utter disdain for it refuses to meet the challenge of sub 1k pcs, which generate little or no profits...but yet any of the internet commerce companies are rewarded for less than expected losses...what you describe is not theory but realty...look to the near past, when saudi arabia entered a phase of deficit spending..slowing down programmed purchases of equipment and supplies...quite a few 100m oil service firms folded their tents as they discovered they could no longer survive on 2% trade cash discounts and prox terms when revenues went flat, let alone decreased...it is a ponzi scheme...and as always you nailed it in a concise fashion...the perversity that i see is the ability of an corporation operating at a loss, buying another corporation operating a loss with overinflated stock...at what point do the lenders and the irs not allow year after year, ever increasing losses to continue?

thanks my friend, as always, ed a.
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