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

To: BWAC who wrote (162053)	10/11/2000 6:50:38 PM
From: rudedog	Read Replies (2) \| Respond to of 176387

BWAC - I was recently at a dinner which included a number of industry analysts. They expressed almost exactly the same concerns that GV was expressing - the change in DELL's reporting format seemed to them to be an effort to "hide the ball" - to make a real analysis of DELL's cash flow and earnings from core business harder to discern. Far from FUD, I think GV's concerns have at least as much to do with the loss of confidence in DELL as the reduced revenue and earnings estimates. The number of people who now believe that it is OK for DELL to be financially vague, because they trust the health of the core business, is an increasingly small group. My own belief is that if DELL's business is really doing as well as management would have us believe, then more detailed reporting, rather than less, is a requirement to rebuild confidence.

To: BWAC who wrote (162053)	10/12/2000 8:11:33 AM
From: GVTucker	Respond to of 176387

BWAC, RE: Anyway you can back into the number you want by combining certain elements off the cash flow and balance sheet. Good luck. You don't want an answer to this question in my opinion. Your sole purpose is to create doubt. Doubt in an area most don't understand or know how to figure out. Well, my accounting ability must be inferior to yours, because I cannot back into this number. In addition, there isn't an accountant on Wall Street that is able to come up with this information. You would do me a tremendous favor if you could provide me with a break out of DELL's investment portfolio gains, along with your logic of how to get there. You could also make a ton of money selling this information to the Street.