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

To: GVTucker who wrote (158590)	7/17/2000 12:19:42 PM
From: JRI	Read Replies (2) \| Respond to of 176387

Only a flesh wound, GV....small bet, relatively speaking....acquistion already written off, no? (Dell took the hit a few quarters ago)....so what's the real issue going forward? Not much, really... Strategically, yes, Dell is not fulfilling its goal in storage...however, Dell has a little more time to figure things out.....if it can't reach its storage growth goals thru some other arrangement, then Dell is losing one leg of the 4 part growth stool......however, PC/server sales should power a pretty good 2nd half for the stock/earnings.. and server/service/other might exceed expectations going forward...making up for slower storage #'s I'd like to see Dell team up EMC....(reseller storage)

To: GVTucker who wrote (158590)	7/17/2000 2:21:25 PM
From: kaka	Respond to of 176387

GV, I'd hate to think of last years 7 cents charge in earnings for the convergenet acq. was a waste. The "party" line is that convergenet fruition was delayed three months and will be released in the fall. Many DELL bulls point out DELL's plans for a strong storage segment; wonder how this will change their views. I'll be very disappointed if Niles is correct. Stock options story below: Dell, Cisco, Qualcomm, Boosted by Stock Options, WSJ Says New York, July 17 (Bloomberg) -- Dell Computer Corp., Cisco Systems Inc. and Qualcomm Inc. are among companies that boosted cash flow last year as they recorded the cost of stock options as an expense on tax returns, even though the cost of most employee stock options isn't reflected on income statements, the Wall Street Journal reported in its ``Heard on the Street'' column, citing a report by Bear Stearns & Co. The report said the options- related tax benefit contributed $144 million last year to Qualcomm Inc.'s operating cash flow, a claim the telecommunications company disputed without providing figures. The more employees who exercise their options, the larger the boost to a company's cash flow, so operating cash flow may be cut this year if the market becomes bearish, the paper said.