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

To: GVTucker who wrote (147628)	11/18/1999 11:19:00 AM
From: Chuzzlewit	Respond to of 176387

GV, What I'm alluding to is that competitors are likely to have at least one month of weakness showing up in their next earnings report. Dell already accounted for that month. So I think that we might very well see some weakness in CPQ and IBM which might put additional downward pressure on the price of DELL. On a completely different tack, how are you able to do a detailed cash flow analysis of LU without a 10-K? I can't do a completely accurate one, but I will use the last 10-Q balance sheet and the currently published income statement and balance sheet for a rough estimate. TTFN, CTC