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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: MMW who wrote (137600)	7/25/1999 4:58:00 AM
From: Naggrachi	Respond to of 176387

OT A little humor: MARTHA STEWART'S TIPS FOR REDNECKS 1. Never take a beer to a job interview. 2. Always identify people in your yard before shooting at them. 3. It's considered tacky to take a cooler to church. 4. If you have to vacuum the bed, it is time to change the sheets. 5. Even if you're certain that you are included in the will, it is still considered tacky to drive a U-Haul to the funeral home. DINING OUT 1. When decanting wine, make sure that you tilt the paper cup, and pour slowly so as not to "bruise" the fruit of the vine. 2. If drinking directly from the bottle, always hold it with your fingers covering the label. ENTERTAINING IN YOUR HOME 1. A centerpiece for the table should never be anything prepared by a taxidermist. 2. Do not allow the dog to eat at the table...no matter how good his manners are. PERSONAL HYGIENE 1. While ears need to be cleaned regularly, this is a job that should be done in private using one's OWN truck keys. 2. Proper use of toiletries can forestall bathing for several days. However, if you live alone, deodorant is a waste of good money. 3. Dirt and grease under the fingernails is a social no-no, as they tend to detract from a woman's jewelry and alter the taste of finger foods. DATING (Outside the Family) 1. Always offer to bait your date's hook, especially on the first date. 2. Be aggressive. Let her know you're interested: "I've been wanting to go out with you since I read that stuff on the bathroom wall two years ago." 3. Establish with her parents what time she is expected back. Some will say 10:00 PM; Others might say "Monday." If the latter is the answer, it is the man's responsibility to get her to school on time. THEATER ETIQUETTE 1. Crying babies should be taken to the lobby and picked up immediately after the movie has ended. 2. Refrain from talking to characters on the screen. Tests have proven they can't hear you. WEDDINGS 1. Livestock, usually, is a poor choice for a wedding gift. 2. Kissing the bride for more than 5 seconds may get you shot. 3. For the groom, at least, rent a tux. A leisure suit with a cummerbund and a clean bowling shirt can create a tacky appearance. 4. Though uncomfortable, say "yes" to socks and shoes for this special occasion. DRIVING ETIQUETTE 1. Dim your headlights for approaching vehicles; Even if the gun is loaded, and the deer is in sight. 2. When approaching a four-way stop, the vehicle with the largest tires always has the right of way. 3. Never tow another car using panty hose and duct tape. 4. When sending your wife down the road with a gas can, it is impolite to ask her to bring back beer. 5. Do not lay rubber while traveling in a funeral procession

To: MMW who wrote (137600)	7/26/1999 1:13:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

MMW, LU's negaive operating cash flow is worrisome. In particular, I was disturbed by the large increase in inventories and accounts receivable, which together increased by around 2.9BB during the first quarter. My off-hand observation is that LU has quite a bit of room from improvement in operations. freeedgar.com This is in sharp contrast to the kind of lean and mean manufacturing operation we see at Dell, and goes far to explain the reason why Dell has such a high ROIC and LU such a low ROIC. would it be more accurate if you take YPEG of the industrial sector comparing against the security you are evaluating? Perhaps. But if you think of a business as a black box why should you really care what the innerds are made of? Over time we see shifts in the relative P/E of various industry segments as they come in and out of fashion. But since I am investing in a particular stock (presumably for the long run), the approach of using a comparator to the segment has limited appeal. But I could be wrong. Remember, I have not back-tested this approach. TTFN, CTC