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


To: Venkie who wrote (147030)11/11/1999 5:06:00 PM
From: JRI  Respond to of 176387
 
Had Dell had net margins of a (historically average) 8.0% vs. (Taiwan-induced) 7.1%....

Earnings (y-o-y) growth would have been 40%+

EPS would have been .20 and EPS growth (y-o-y) would have been 43%...

Hopefully, Dell's management will emphasize this, the analysts will focus on it, and the Street will see this (and a strong forward) as the real significant pts. here....