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

To: John Koligman who wrote (164103)	2/15/2001 10:18:15 PM
From: BWAC	Read Replies (5) \| Respond to of 176387

You know you guys are just absolutely amazing to watch as you pick this company apart, little by little. A negative here, a perceived disappointment there, no more computer sales around the corner ever again, paint a big huge picture of the biggest trash heap company there ever was. Geeeeeez. What in the hell do you expect these companies do? Could any number ever satisfy you? Because these don't: 1.)Dell accounted for 30 percent of worldwide server growth, expanding at more than three times the rate of the industry and adding two full points of market share in that product category. 2.)Net revenue totaled $8.7 billion, a 28-percent increase. Full-year revenue totaled $31.9 billion, up 26 percent. 3.)Full-year revenue totaled $31.9 billion, up 26 percent. Fiscal-2001 net income rose 24 percent to $2.3 billion, or 84 cents per share 4.)cash from operations during the period was $1.2 billion, (for the quarter) Hell guys that is a run rate of $5 BILLION a year! What more do you want? What more do you reasonably expect? 5.)Return on invested capital, which helps illustrate the industry-best efficiency of Dell's business model, was 325 percent, exceeding 200 percent for the seventh consecutive quarter. And you moan about the crap job management is doing????!! What the???? 6.)Cash and investments at the end of the quarter stood at $7.9 billion. Would another $10 Million of income do it for you? Another 100 Million of revenue? Maybe increasing sales and earnings by that elusive missing 1% would do it? Cause Lord knows there is a big huge frigging difference in 26% growth and 27%. The company is operating fine. The herds ridiculous expectations and hopes are the problem.

To: John Koligman who wrote (164103)	2/16/2001 7:28:42 AM
From: edamo	Read Replies (1) \| Respond to of 176387

john..."cloning big blue?" perhaps what we and a few others have tried to voice over the years has been some semblance of reality in respect to business and sustained growth. when "mikey" clearly states he has no "visibility" going forward, it is akin to a pilot flying blind, sans instruments...hopefully a mountain range is not looming in the near distance. the jit/bto model (i know i'm repeating myself) created by the japanese auto industry, and embraced by the usa as if "mikey" fathered it, works with synchronicity in the best of times.....as economies falter and pressure is placed on the downstream supply chain, the result is a magnification to the upstream.....dell no different or brighter then toyota, who in 1972 initiated the kanban method.... the real concern in my mind is "mikey" hanging his hat on lower component costs which he is passing along to be more then competitive.....with margins shrinking, why not concentrate on bottom line growth? top line growing with bottom shrinking can create cash flow problems if receivables slow......and if there is an upward spike in components for what ever reason...."mikey" gets squeezed.... oh well, sounding like a broken record.... good luck ed a.