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

To: D.J.Smyth who wrote (153547)	2/10/2000 5:37:00 PM
From: rudedog	Respond to of 176387

Darrell - Interesting results, could have been worse. DELL is growing well in the enterprise... but where are the profits? 6.4% net is kind of scary. The CC will tell the tale. I'm not sure what metric has Sun as #1 in enterprise - they are behind IMB, HP and CPQ in revenue... and DELL is in a different space, hardly any markets which overlap SUN. I think you are right, DELL planned expenses based around a model which included products which fell off the plate - floppermine, RAMBUS, etc... Growth in non-core is good but what are the margins? I have not yet wrapped my mind around the numbers but on first glance, not too bad. Still, I don't see anything to create a big pop... I think my calls are safe for a while.