Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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. -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (137414)	7/23/1999 6:06:00 AM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

Mohan, OT, I read the Dogway report and it seems overall very good. They improved there cash conversion cycle by four days in the quarter, reduced inventory, net income improved dramatically (46% yoy), and increasing there subscriber base for their ISP dramatically to 400k members. They also gave a very positive forward looking statement, claiming that they have never had a bigger backlog going into their strongest season. Ted old boy even went so far as to say that June felt like December their seasonally strongest month. I think this report will be viewed as positive and Dell will get a boost from it also. The only negative that I see is the European results. :o) Drew