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

To: GVTucker who wrote (150608)	1/6/2000 5:15:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

GV, Don't expect substance from that jerk. He probably thinks a 10-K is the size of a beer keg. Options trading is not included in earnings, and it is very difficult to unwind exactly what goes on. I think that this is an issue that the SEC needs to look into very closely. Dell's earnings are fairly transparent due to two factors: 1. Low levels of working capital assets (like A/R and inventory) which are two classic areas as fudging earnings; and 2. Only one acquisition using pooling (and a small one at that). For these reasons I think that DELL's earnings pass the analytical as well as smell test. Share buybacks and employee stock options make the eps situation somewhat murkier. TTFN, CTC

To: GVTucker who wrote (150608)	1/6/2000 6:05:00 PM
From: Jumper	Read Replies (2) \| Respond to of 176387

>>what makes you think that the company's financial statements are fraudulent.<< Nothing...and I never said they were. I am just a little ol' PUT buyer. Heck, they have an army in legal and could do no wrong. All I was suggesting is that they may be a tad aggressive - no less mind you than any other Nasdung Co. I am simply speculating that this years profit taking may take us down to 5. I am an optimist so I could settle for 10 and leave some money on the table for the next investor. It was up 90,000%+ in the last decade so a small pull back should be no big deal if your 'long and strong'. I also think CSCO profit taking could take us back to 10 and CMGI might revisit 3 sometime in the decade before a nice 60% rally to $4.50 Since the people on this thread seem to crave pro. financial advice. I took a second to pull some data from Zacks. Strong Buy Clowns 14 Moderate Buy Clowns 15 Hold Clowns 5 Moderate Sell 0 Strong Sell 0 Wow! These Financial Clowns must be on to something that I have missed.