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

To: Sonki who wrote (147372)	11/12/1999 11:09:00 PM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

Sonki, do not fret! The report and conference call was outstanding. From a cash stand point, they earned .40 /share more than double their EPS. They had an ROIC of 281% for Christ sake. How many companies can match that? The only small sign of weakness in the call was the prediction of the return to '98 net margins of 7.6 to 7.8% vs. 8.3% seen in Q2. How many companies are growing revenues at 40% per year? They still have tremendous untapped opportunity abroad and in the enterprise market. Will Dell be the Dell of the past? Not possible, but it will be an excellent growth company. I for one am in for the long haul. :o) Drew