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

To: LLCF who wrote (169587)	5/9/2002 3:35:29 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

LL, I'm not reinventing anything.... Mr. Market has taken care of that. When options are issued they have value, those who pretend they don't are the ones reinventing reality. No, they haven't called me to discuss it yet. Derivatives is my specialty, they don't know anything on the topic I don't already know. Who is "Mr Market", BillF? Do you work with him? You may want to call Dell and discuss how they account for their derivitive activities. There are several ways of accounting for such activity...one of which is that is has already been accounted for. BillF implies that because shareholder equity is potentially cut in half that Dell's stock price should also suffer. But, Dell's shareholder equity in 1999 was $2.32billion and the stock price was higher (and, yet, this 1999 equity is still less than his current predicted "halved" projection). The difference between 1999 and now was that revenue and earnings were still being projected to grow. It seems to me that growth of revenue and earnings, and expectations, has much greater influence on Dell's stock price. The growth on one end takes care of any potential paper finger-bang discrepancy on the other.