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

To: D.J.Smyth who wrote (157108)	5/12/2000 12:36:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 176387

skunkworks That refers to Convergenet's geographic isolation from the rest of development. I'm sure there are many people aware of what they are doing and researching, but you won't bump into them in the cafeteria. why then are they still planning on releasing product in June? That's practicly done already, it's what's happening next year that's a mistery. By the time a products ready for release it's been out of development for a while. TP

To: D.J.Smyth who wrote (157108)	5/12/2000 12:55:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

the only skunkworks remains fleckenstein: Fleck's guess was that at some point before the end of this quarter, Dell will have to guide lower, and he specifically was talking about operating income. Operating income! That's income before investment gains and other padding. (After "wampum" is the way he describes it.) Strip that out from last quarter and you get 16.4 cents, not 19 cents. That's a 4% gain in operating income. Four measly percent! Not even beating estimates by a full penny, as some media report, after subtracting the investment income.Hardly home-run hitting. Says Fleck, "I'm sick of people who don't know anything and then get bailed out by the stock market. Too many people were born on third base and think they hit triples." (Badda-bing.) is fleck aware of the GAAP accounting guideline changes or is he feigning ignorance? do the new GAAP rules only apply to companies like CMGI and not to companies like Dell simply because Dell manufactures products? i think not. fleck has possibly two problems - himself and his math. the $.16 from last year's quarter included $.012 from investment income; so no fleck you ARE wrong. if you're going to subtract the investment income from this quarter you must substract the same from the quarter to which you're comparing it. otherwise you're no better than a scam. better yet fleck, leave the earnings income in and support GAAP. count the companies on your left hand, since your left brain is obviously dysfunctional in regards to Dell, that have $7 billion cash waiting for improved opportunities to increase dollars to the bottom line. the issue is not "operating income" - the final issue is the the bottom line . how many fleck - how many companies have $7 billion? fleck not only does your math suck, but you do a disservice to those who actually watch the market AND count sheep for a living. what is your degree in fleck? could you tell us one more time please how "wampum" fits into your earnings models since "wampum" is obviously irrelevant to you?