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

To: Ali Chen who wrote (174848)	5/13/2005 7:26:23 AM
From: rkral	Read Replies (1) \| Respond to of 176387

Ali, re "Dell reported $1.2B income before taxes. However, they paid $2B cash buying back their stock, and re-issued half of that to employees who exercised their options. " Firstly, comparing accrual basis and cash basis numbers accomplishes little. Secondly, where exactly did DELL disclose the shares issued due to exercise of options? What was the number? Ron

To: Ali Chen who wrote (174848)	5/13/2005 9:52:14 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Ali, Hi!! RE: Me either :-) Is your knowledge as up to date as your profile? CPQ was buried awhile back...HP "hid" CPQ in a desperate attempt to extend their air supply...DELL's got em all by the throat and DELL's margin is increasing...The market share is increasing and HP is scrambling to save face... History will repeat: HP will cut cut cut while DELL will hire hire hire...Perhaps DELL can put the same billboard up at the exit to HP's headquarters that used to grace CPQ's headquarters: "You're future is north in Austin"...Of course DELL would have to substitute the direction... Best, Kemble