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


To: GVTucker who wrote (157169)5/15/2000 12:31:00 PM
From: Lee  Respond to of 176387
 
Hi GV,..Re:.it is completely logical to break out investment gains when analyzing DELL's valuation.

When the primary business is hardware/product related, every effort should be made to show earnings as a function of that business IMHO. Notice that CPQ stated up front that part of revenues associated with investment gains while Dell left it undefined. Is this questionable accounting? <g>

Compaq Computer Corporation (NYSE: CPQ - news) today announced first quarter 2000 net income of $325 million, or $0.19 per diluted common share, compared with $281 million, or $0.16 per diluted common share, in the year-earlier period. Adjusted for a net after-tax gain of $44 million related to Compaq's strategic investment portfolio, earnings per diluted common share were $0.16.

biz.yahoo.com

Cheers,

Lee



To: GVTucker who wrote (157169)5/15/2000 2:04:00 PM
From: D.J.Smyth  Read Replies (1) | Respond to of 176387
 
That is why it is completely logical to break out investment gains when analyzing DELL's valuation

'logic' in the valuation modeling of internet based companies?