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

To: D. Swiss who wrote (162098)	10/13/2000 3:04:51 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

That's a good point Drew. I've started looking at GTW's numbers though and feel that maybe they aren't as high quality as one might think... much better but somewhat illusionary. If the quality in earnings were that much better, it would be reflected in the gross margins. As it stands, GM is only up ~1% on a yearly basis. If they are generating so much profit from non hardware sources, why is COGS so high? That's a dead giveaway IMO. Fast forward to Dell's Q2 of next year. If they stay on track, earnings growth will be 2X revenue growth for the previous 4 quarters. MEATHEAD