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Politics : Ask Michael Burke

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To: BGR who wrote (60744)	5/26/1999 12:58:00 PM
From: Freedom Fighter	Read Replies (2) of 132070

BGR, >>The latest net increase in outstanding shares for DELL has worried me. This was not the norm in the past 3 years I have been following DELL. I am willing to check out a few more Q's as this may be a blip.<< What I think you should be looking at is the footnotes of the recent 10Ks. The stock option section will tell you a lot about how many options they are granting annually and their estimated value and assumptions in the calculations. You can then get a better idea of what they are actually earning. You should also look at the cash flow statement to see how much money they received from employees for options granted in the past that were exercised, the tax benefit associated, how much money was used to repurchase shares, and the number of shares outstanding at the start of the year and the end. This will tell you a little more about how much of your supposed earnings, free cash flow, etc.. are just vanishing from the balance sheet. I'm not familiar enough with Dell to know but it's a big issue with all techies I've looked at. Wayne

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