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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%3:59 PM EST
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To: Chuzzlewit who wrote (127911)5/23/1999 11:44:00 AM
From: Ian@SI  Read Replies (1) of 176387
 
CTC and thread,

1. Bloomberg picks Dell.

bloomberg.com
Essentially saying any company with consistent 40%+ growth is more than good enough for them.

2. Net Income vs Operating Income. I understand and accept the GAAP behind your statement. However, for a company such as Dell which consistently has a "huge" free cash flow, interest income is not an anomaly or a one time event. One might even regard their use of cash as another line of business which also can be expected to consistently add to earnings per share.

...even if other operating earnings were to drop to zero.

Dell has the option to use the money to earn interest income; to do buy backs; or to purchase income producing assets.

Any of those choices increase EPS and are almost equally desirable.

IMO,
Ian.
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