SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TTOSBT who wrote (120830)4/27/1999 3:52:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
TTOSBT -- I take nothing away from INTC -- it is a great company. BUT here is one small reason that Dell is in a class apart. From the figures in INTC's last 10-K: INTC's ROIC is about 37.2% (excluding writeoffs for purchased R&D). That's less than one fifth of the ROIC reported by Dell for the same period.

Here's another parameter: cash generating ability (CCC) is not even close to Dell's! The one area where INTC shines is in profitability. But that is the nature of the industry and does not reflect management of assets (which is my point). Using the parameters I routinely watch, I must repeat: Dell is the best managed company I have ever seen -- bar none.

TTFN,
CTC
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News