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

To: Sig who wrote (168756)	2/11/2002 3:56:21 PM
From: kemble s. matter	Respond to of 176387

Sig, HI!! RE: <<< This incredible model that has forced all the others into the red is why you and so many believe in that long term view..>>>. Lets see how Dell Model compares with other models (From 1st quarter to 4 th) Reference Dell Model: Rev down $1.2 bil, earn up $28mm to $429mm Ford Model A: Last 4 quarters sales down $6.3 bil, earn down $1.76 bil Not good. Walmart Model: Sales down $4 bil, earn down $0.5 bil BRKA Model B Rev down $3.2bil, earn down $1.7 bil HP Model Rev down $3.1 bil, earn down $0.8 bil GM Model Rev down $4 bil, earn down $0.45 bil These 5 models combined lost $871 mm in the last quarter While Dell made $429 mm Conclusions: 1. If the 5 companies were as good as Dell, they would have made $8.6 Bil in the 4 th quarter instead of losing 871 mm 2. Dell is worth more than Walmart, GM, Ford, Berkshire Hathaway and HWP combined. ( but maybe not as much as Wmt alone (price $59),since they did very well- considering) Sig Cheating off you Sig is one of the greatest pleasures I've learned from this thread... Once again..great common sense and research Sig...Wouldn't it be nice if we could hear this from DN someday? Best, Kemble